Take the next step in your career as a Client Associate with TD Private Wealth Management in Edmonton, Alberta. Contribute to a personalized client experience while specializing in client service excellence.
As a Client Service Associate, your role will emphasize preparing documentation for client meetings and analyzing account details. You’ll liaise with clients and Investment Advisors to facilitate mentorship and identify referral opportunities for growth and engagement.
Key Responsibilities:
• Prepare meeting documentation and updates for IAs
• Analyze and report on client accounts for insights
• Identify client mentorship opportunities and referrals
• Manage lead creation and ensure accurate coding
• Follow compliance requirements and maintain marketing materials
Requirements:
• Undergraduate degree or community college diploma preferred
• Investment Representative (IR) license is essential
• 1–2 years of experience in related fields
• Excellent ...