Associate
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
... client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada. Note for Quebec candidates: if knowledge of English is required for this position ...
... client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada. Note for Quebec candidates: if knowledge of English is required for this position ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Consistently demonstrate high levels of client service by: * supporting the advisor in regular ...
As an Administrative Associate you will be responsible for contributing to the overall success of ... Consistently demonstrate high levels of client service by: * supporting the advisor in regular ...
As an Associate Manager you will contribute to a wide variety of complex analyses and projects ... Understands client's needs and can identify products and services to support needs * Understanding ...
New
As an Associate Manager you will contribute to a wide variety of complex analyses and projects ... Understands client's needs and can identify products and services to support needs * Understanding ...
New
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Quebec, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Laval, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Laval, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...
Montreal, QC · On-site
Provide administrative support to the team to deliver superior customer service in person, on the ... client events Organize the delivery of client gifts ( Christmas, live events, etc.) Help develop ...
Montreal, QC · On-site
Provide administrative support to the team to deliver superior customer service in person, on the ... client events Organize the delivery of client gifts ( Christmas, live events, etc.) Help develop ...
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and ...
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and ...
Riviere-du-loup, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Riviere-du-loup, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
$24K - $28K
2% of jobs
$28K - $32K
9% of jobs
$35.9K is the 25th percentile. Wages below this are outliers.
$32K - $36K
14% of jobs
$36K - $40K
16% of jobs
The median wage is $42.1K / yr.
$40K - $44K
17% of jobs
$44K - $48K
13% of jobs
$49.7K is the 75th percentile. Wages above this are outliers.
$48K - $52K
11% of jobs
$52K - $56K
7% of jobs
$56K - $60K
4% of jobs
$60K - $64K
4% of jobs
$64K - $68K
3% of jobs
$24K
$44.6K
$68K
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
Full-time
Medical, Retirement
Re-posted 24 days ago
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.
Prerequisites: