Job Description
Join TD Private Wealth Management as a Client Service Associate in Toronto. Engage clients and support Investment Advisors while delivering exceptional service in a dynamic financial environment.
This role offers specialized administrative support directly to Investment Advisors, enhancing client interactions and fostering strong relationships. Your key responsibilities will include preparing client meeting documentation and providing insights for account analysis. This frontline position plays a pivotal role in creating lasting impressions, ensuring high-quality customer experience and adherence to compliance.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Create detailed reports for account analysis
• Accept leads and manage referral coding processes
• Submit marketing materials and maintain client info packages
• Respond to client inquiries via phone, mail, and email
Requirements:
• Undergraduate degree or community college...
This role offers specialized administrative support directly to Investment Advisors, enhancing client interactions and fostering strong relationships. Your key responsibilities will include preparing client meeting documentation and providing insights for account analysis. This frontline position plays a pivotal role in creating lasting impressions, ensuring high-quality customer experience and adherence to compliance.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Create detailed reports for account analysis
• Accept leads and manage referral coding processes
• Submit marketing materials and maintain client info packages
• Respond to client inquiries via phone, mail, and email
Requirements:
• Undergraduate degree or community college...