Join TD Wealth in London, Ontario as a Client Service Associate. This role focuses on delivering outstanding customer service while assisting investment advisors with vital administrative tasks.
In this position within TD Private Wealth Management, your detail-oriented approach will help create lasting relationships with clients. Ideal candidates will have 1-2 years of experience, strong communication skills, and a passion for assisting others. You will be instrumental in preparing documentation, handling inquiries, and maintaining compliance, ensuring every interaction reflects the exemplary standards of TD.
Key Responsibilities:
• Assist Advisors in preparing documentation for clients
• Manage client inquiries and provide robust service
• Create detailed reports for account analysis
• Adhere to compliance and regulatory standards
• Participate actively in team collaboration and knowledge sharing
Requirements:
• Bachelor’s degree or relevant college diploma ...