Opportunity Description
Elevate your career with TD Wealth as a Client Relationship Associate in Regina, Saskatchewan. Provide essential support for client onboarding and foster strong relationships within a leading investment firm.
As part of TD Asset Management, you will play a vital role in the TD Global Investment Solutions Institutional Distribution Team. This position requires 3+ years of client-service experience, with a focus on excellence in communication and organization. You will manage complex client requests while collaborating with multiple departments to ensure superior service delivery.
Key Responsibilities:
• Coordinate client onboarding processes to support business growth
• Develop partnerships to meet client requests effectively
• Act as the primary contact for assigned client relationships
• Respond to inquiries with professionalism and accuracy
• Facilitate meetings with internal stakeholders for client needs
Requiremen...
As part of TD Asset Management, you will play a vital role in the TD Global Investment Solutions Institutional Distribution Team. This position requires 3+ years of client-service experience, with a focus on excellence in communication and organization. You will manage complex client requests while collaborating with multiple departments to ensure superior service delivery.
Key Responsibilities:
• Coordinate client onboarding processes to support business growth
• Develop partnerships to meet client requests effectively
• Act as the primary contact for assigned client relationships
• Respond to inquiries with professionalism and accuracy
• Facilitate meetings with internal stakeholders for client needs
Requiremen...
Interested in this opportunity? Apply now through Expertini.
Apply for this Position