Mandarin Client Service Associate

Elevate client relationships at TD Wealth as a Mandarin-speaking Client Service Associate in Burnaby, British Columbia. You will provide specialized support to Investment Advisors while ensuring a premier customer experience.

In this role, you will deliver exceptional administrative assistance to investment teams in a full-time position. Your responsibilities include preparing documentation for client meetings and offering insights on products while upholding compliance standards. This position requires a detail-oriented individual who is passionate about helping clients and enhancing service efficiency.

Key Responsibilities:

• Prepare documents and updates for client meetings

• Communicate product insights and client account analysis

• Accept leads and ensure accurate referral management

• Maintain marketing materials and documentation compliance

• Respond to client inquiries through various communication channels

Requirements:

• Undergraduate degree or community college diploma preferred

• Licensed Investment Representative with CIRO

• 1-2 years of relevant experience in banking or administration

• Strong collaborative communication skills

• Knowledge of wealth management and investment products an asset

Leverage your Mandarin skills to foster exceptional client interactions and support at TD Wealth in Burnaby.
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