Client Service Associate

Drive exceptional service as a Client Service Associate at TD in Red Deer, Alberta. This full-time position focuses on delivering legendary support to high-value clients in wealth management.

Join TD Private Wealth Management, where your organizational and customer service skills will shine. As a Client Service Associate, you'll ensure smooth communication between Investment Advisors and clients while preparing essential documents. Your proactive approach to client interactions and administrative tasks will contribute significantly to customer satisfaction and team performance.

Key Responsibilities:

• Assist in preparing documents for client advisory meetings

• Communicate effectively with clients regarding products

• Manage lead generation and referral coding processes

• Compile client information and maintain marketing materials

• Ensure compliance with investment documentation

Requirements:

• Undergraduate degree or diploma required

• 1–2 years of experience in customer service or administration

• Ability to build strong relationships independently

• Knowledge of financial products is advantageous

• Must obtain Investment Representative licensing

Utilize your skills in client service to enhance the experience at TD, fostering lasting client relationships.