Wealth Client Support Associate

Position: TD Wealth Client Support Associate
Enhance your career with TD Wealth as a Client Support Associate in Toronto. Deliver outstanding support to Financial Planners and ensure every client interaction is legendary.

As a Client Support Associate, you will provide vital assistance to Financial Planners at TD Wealth. This entails reviewing progress, contacting clients, and facilitating business growth.

Your role will not only involve transaction handling but also recognizing potential client opportunities and improving service delivery.

Key Responsibilities:

• Assist Financial Planners with client-related tasks

• Manage inquiries and offer detailed solutions

• Facilitate transactions across multiple financial products

• Handle administrative tasks like account openings

• Gather and resolve complex client-related issues

Requirements:

• Two years of industry experience or relevant diploma

• Strong knowledge of financial regulations preferred

• CPH and CSC courses are a plus

• Proficient communication and collaboration skills

• Ability to foster positive client relationships

Join TD Wealth and leverage your skills in client service to create meaningful financial experiences.
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