Job Description & How to Apply Below
Join TD Private Wealth Management as a Client Service Associate in Toronto, Ontario, where you will provide invaluable support to Investment Advisors. This role emphasizes exceptional customer service for high-value clients.
As a full-time Client Service Associate, you will manage various administrative tasks while ensuring compliance with banking standards.
Your role involves facilitating smooth client interactions and assisting in investment-related inquiries. You will develop ongoing relationships with clients, enhancing their experience with tailored support and insights.
Key Responsibilities:
• Manage documentation for advisor-client meetings
• Develop reports for client account insights
• Address client inquiries via multiple communication methods
• Maintain marketing materials and ensure compliance
• Collaborate with team members to improve service delivery
Requirements:
• Degree or relevant college diploma preferred
• 1–2 years experience in finance or administrative support
• Must be CIRO licensed as Investment Representative
• Excellent interpersonal communication abilities
• Wealth management knowledge is beneficial
Utilize your customer service skills to create exceptional experiences for TD clients in Toronto.
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Position Requirements
10+ Years
work experience
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