Apply on Kit Job: kitjob.ca/job/2fscm3

Enhance client experience as a dedicated Client Service Associate. Support Investment Advisors with administrative tasks, client communications, and provide insights for top-tier service delivery.
This role requires strong communication and organizational skills as you interact with clients and branch staff. You’ll manage diverse assignments, prepare documentation for client meetings, and create analysis reports. Your contributions will play a key role in ensuring the highest standards of client service.
Key Responsibilities:
• Prepare documentation for client meetings
• Create analytical reports and communicate with clients
• Accept leads and ensure referral coding compliance
• Submit marketing materials for approval
• Respond to inquiries via phone, mail, and electronically
Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years of experience in banking or administrative roles
• Licensed as an Investment Representative
• Solid communication and relationship-building skills
• Knowledge of wealth management is an asset
Deliver exceptional client service and enhance advisor support through dedicated administrative excellence.
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Apply on Kit Job: kitjob.ca/job/2fscm3

📌 Client Service Associate in Wealth Management (Barrie)
🏢 TD Bank
📍 Barrie