Apply on Kit Job: kitjob.ca/job/2g96fq

Elevate the client experience as a dedicated Client Service Specialist. Provide specialized administrative support to Investment Advisors and deliver exceptional service in a fast-paced setting.
In this vital role, you will support a team of Investment Advisors, ensuring preparation for client meetings and fostering strong client relationships. Your attention to detail will enable you to prepare documentation, create reports, and assist with compliance. You'll also gain mentorship experience by guiding clients through product offerings and referral opportunities.
Key Responsibilities:
• Prepare client documentation for meetings
• Create and analyze client portfolio reports
• Handle client inquiries through various channels




• Manage marketing piece submissions for approval
• Collaborate closely with team members to enhance service
Requirements:
• Undergraduate degree or community college diploma preferred
• 1-2 years relevant experience in financial services
• Strong communication skills for client rapport
• Knowledge of wealth management and investment products
• Investment Representative license required
Utilize your administrative skills and passion for client service to enhance the wealth management experience and drive positive outcomes.
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Apply on Kit Job: kitjob.ca/job/2g96fq

📌 Client Service Specialist in Wealth Management (London)
🏢 TD Securities
📍 London