Client Service Associate Wealth

Position: Client Service Associate at TD Wealth
Elevate client relations as a Client Service Associate with TD Wealth in Calgary, Alberta. This role focuses on delivering exceptional support to Investment Advisors while fostering valued client connections.

As a Client Service Associate, you will be instrumental in providing specialized administrative support to a team of Investment Advisors. Your responsibilities include preparing documentation for client meetings, creating reports, and managing client inquiries effectively. This role emphasizes detail orientation and a commitment to delivering the 'gold standard' client experience in every interaction.

Key Responsibilities:

• Prepare documentation for client meetings efficiently

• Create insightful reports for account analysis

• Correspond with clients regarding investment products

• Ensure accurate referral administration and lead management

• Maintain compliance with account documentation policies

Requirements:

• Undergraduate degree or community college diploma preferred

• 1-2 years of relevant administrative or banking experience

• Strong communication and relationship-building skills

• Knowledge of wealth management is beneficial

• CIRO Investment Representative licensing required

Bring your commitment to client excellence and attention to detail to a fulfilling career with TD Wealth in Calgary.
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