Elevate client interactions as a Client Service Associate at TD Wealth in Toronto. This full-time role requires expertise in sales support and client management for a top-tier financial institution.
As a Client Service Associate, you will support TD Wealth Financial Planners by handling inquiries, conducting transactions, and identifying growth opportunities. You will play a key role in enhancing the client experience and ensuring efficient operations. Your expertise will be vital as you address complex issues and collaborate effectively with your team.
Key Responsibilities:
• Provide dedicated sales and service support to Financial Planners
• Respond to client and FP inquiries with options and solutions
• Assist in new account openings and cash transfers
• Identify net asset growth and contact prospective clients
• Analyze data to address and solve complex challenges
Requirements:
• Minimum 2 years of industry experience
• University/college diploma prefe...