Wealth Customer Service Representative

Join TD Wealth in Markham, Ontario as a Customer Service Representative. This role empowers you to support clients with phone and self-serve channels to achieve their financial goals.

As a representative for TD Wealth, you’ll engage with customers through inbound and outbound calls, addressing inquiries and delivering tailored solutions. With 37.5 hours per week and a base pay of $52,700 - $74,400 CAD, your contributions will help drive outstanding customer experiences while maintaining compliance with regulations.

Key Responsibilities:

• Handle inbound and outbound calls to assist customers

• Recommend TD products based on customer inquiries

• Resolve issues promptly and ensure regulatory compliance

• Achieve performance objectives in customer satisfaction and quality

• Participate in training to enhance service delivery

Requirements:

• High school diploma; post-secondary preferred

• Minimum of 1 year relevant experience

• Successful completion of required regulatory course

• Strong listening skills and customer focus

• Proficient in digital tools and multitasking

Deliver exceptional customer experiences while supporting financial goals at TD Wealth in Markham.
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