Be part of TD’s dedicated team as a Client Service Associate located in Edmonton. Provide specialized support to Investment Advisors ensuring legendary customer experiences for clients.
As a PIA Client Service Associate at TD Private Wealth Management, you will play a crucial role in administrative tasks, promote client solutions, and communicate product knowledge effectively. This position blends operational excellence with personal service, as you establish important relationships promoting client satisfaction and loyalty.
Key Responsibilities:
• Prepare documents and reports for Advisors' client meetings
• Mentor clients on products and services offered
• Create leads, ensuring accurate referral coding
• Maintain compliance with document procedures
• Respond effectively to various client inquiries
Requirements:
• 1-2 years of experience in banking or relevant fields
• Preferred completion of an undergraduate degree or diploma
• Must obtain Investment...