Opportunity Description
Elevate your career with TD Wealth as a Client Service Associate in Etobicoke, Ontario. This role demands attention to detail and exceptional client service for high-value clients.
As a Client Service Associate, you will provide dedicated support to Investment Advisors. Your responsibilities include preparing documentation, creating client reports, and ensuring compliance with regulations. You will also offer mentorship on products, facilitating a high level of service that enhances client experiences and drives career growth.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Generate reports for client account analysis
• Respond to client inquiries via phone and email
• Create marketing materials and client information packages
• Maintain knowledge of compliance requirements and procedures
Requirements:
• Undergraduate degree or relevant community college diploma
• 1–2 years of experience in banking or administrative roles
As a Client Service Associate, you will provide dedicated support to Investment Advisors. Your responsibilities include preparing documentation, creating client reports, and ensuring compliance with regulations. You will also offer mentorship on products, facilitating a high level of service that enhances client experiences and drives career growth.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Generate reports for client account analysis
• Respond to client inquiries via phone and email
• Create marketing materials and client information packages
• Maintain knowledge of compliance requirements and procedures
Requirements:
• Undergraduate degree or relevant community college diploma
• 1–2 years of experience in banking or administrative roles
Interested in this opportunity? Apply now through Expertini.
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