Elevate your career in customer service with TD Wealth as a Client Service Associate in Burlington, Ontario. This role offers a unique experience in wealth management and client support.
As a dedicated Client Service Associate, you will support Investment Advisors by managing diverse administrative tasks, ensuring an exceptional client experience. You will prepare documentation, create reports, and actively communicate with clients to provide insights while adhering to compliance requirements. This position is pivotal in delivering TD's renowned gold standard of client service.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create insightful reports to analyze client accounts
• Mentor clients on products and services available
• Submit marketing materials for approval and maintain compliance
• Deliver exceptional service, responding to inquiries via all channels
Requirements:
• Undergraduate degree or community college diploma...