Take your career to the next level with TD Wealth as a Client Service Associate in Pointe Claire, Quebec. This role is focused on providing superior client service and precise administrative support.
As a full-time Client Service Associate, you will support Investment Advisors through exceptional administrative tasks while consistently delivering high-quality client experiences. Your expertise in both English and French can enhance customer interactions, while contributing to the overall success of the TD Private Investment Advice team. This role offers a promising opportunity for professional growth in a supportive environment.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create and analyze reports on client accounts
• Respond to client inquiries via phone, mail, and electronic channels
• Ensure compliance with all account documentation regulations
• Maintain marketing material and client information for Advisors
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