Opportunity Description
Drive exceptional client service as a Client Relations Associate for TD Wealth in Toronto, Ontario. This position supports Financial Planners with dedicated sales and service.
In the Client Relations Associate role, you will provide high-level assistance to TD Wealth Financial Planners, focusing on client progress reviews and business enhancement. Your expertise will ensure the smooth management of complex transactions and proactive client communications. Building positive experiences at every touchpoint is paramount in this role.
Key Responsibilities:
• Respond effectively to inquiries from clients and Financial Planners
• Manage transactions requiring expert product knowledge
• Complete and process administrative requests accurately
• Identify and propose strategies for asset growth
• Gather data to resolve complex issues promptly
Requirements:
• University/college diploma with at least 2 years of experience
In the Client Relations Associate role, you will provide high-level assistance to TD Wealth Financial Planners, focusing on client progress reviews and business enhancement. Your expertise will ensure the smooth management of complex transactions and proactive client communications. Building positive experiences at every touchpoint is paramount in this role.
Key Responsibilities:
• Respond effectively to inquiries from clients and Financial Planners
• Manage transactions requiring expert product knowledge
• Complete and process administrative requests accurately
• Identify and propose strategies for asset growth
• Gather data to resolve complex issues promptly
Requirements:
• University/college diploma with at least 2 years of experience
Interested in this opportunity? Apply now through Expertini.
Apply for this Position