Elevate your career in client services with TD Wealth as a Client Service Associate in Edmonton. Deliver exceptional support to Investment Advisors and enhance customer experiences daily.
In this frontline role, you will provide specialized administrative assistance to an Investment Advisor or a team. Key responsibilities include preparing documentation for client meetings, communicating with customers about products, and identifying referral opportunities. Additionally, you will manage marketing materials and ensure compliance while fostering a high level of client service.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create detailed reports analyzing client accounts
• Manage leads and ensure accurate referral coding
• Compile client information packages and submit marketing pieces
• Maintain compliance and support risk management procedures
Requirements:
• Undergraduate degree or community college diploma pref...