Launch your career in wealth management with TD Private Wealth as a Client Service Associate in Burlington, Ontario. This full-time role focuses on personalized client service and support for Investment Advisors.
You will assist in preparing documentation and communication for client meetings. Engaging with customers, you’ll provide insight on products and identify referral opportunities while ensuring adherence to compliance requirements. This role is pivotal in maintaining strong client relations and delivering exceptional service experience.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports analyzing client accounts for insights
• Communicate product information and identify referral opportunities
• Submit marketing materials and maintain compliance documentation
• Deliver a high standard of client service in all interactions
Requirements:
• Undergraduate degree or college diploma preferred
• Lic...