Step into a key role at TD as a Client Service Associate, based in Toronto, Ontario. Focus on delivering an exceptional experience for high-value clients while supporting Investment Advisors.
TD Wealth is dedicated to providing a supportive environment for its Centralized Client Service Associates. You will assist in administrative tasks, create important documentation, and actively participate in enhancing the client experience. Your role will be crucial in maintaining compliance standards while managing inquiries from clients and branch staff.
Key Responsibilities:
• Develop documentation for client meetings and reports
• Cultivate relationships with clients through effective communication
• Handle inquiries via phone, mail, and electronic formats
• Ensure marketing materials align with compliance standards
• Identify and manage referral opportunities effectively
Requirements:
• Undergraduate or community college diploma preferred
• Certification as an I...