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Job Description & How to Apply Below
In this representative position, you'll be responsible for providing outstanding customer service and performing various administrative tasks. Your duties will include client communications, organizing meetings, and maintaining accurate client files. Collaborate with your team to enhance efficiency while ensuring compliance with all regulatory requirements.
Key Responsibilities:
• Deliver customer service across multiple communication channels
• Prepare and organize client meeting logistics
• Manage client files, ensuring accuracy and compliance
• Support team with account opening and documentation
• Proactively improve organizational processes
Requirements:
• Excellent communication and organizational skills
• Strong attention to detail and accuracy
• Team player with self-starter capabilities
• Discretion in handling sensitive information
• Proficiency in MS Office Suite and firm software
Utilize your skills in customer service and administration to succeed with TD Wealth in Winnipeg.
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