Elevate client relationships at TD Wealth as a Mandarin-speaking Client Service Associate in Burnaby, British Columbia. You will provide specialized support to Investment Advisors while ensuring a premier customer experience.

In this role, you will deliver exceptional administrative assistance to investment teams in a full-time position. Your responsibilities include preparing documentation for client meetings and offering insights on products while upholding compliance standards.

This position requires a detail-oriented individual who is passionate about helping clients and enhancing service efficiency.

Key Responsibilities:

- Prepare documents and updates for client meetings
- Communicate product insights and client account analysis
- Accept leads and ensure accurate referral management




- Maintain marketing materials and documentation compliance
- Respond to client inquiries through various communication channels

Requirements:

- Undergraduate degree or community college diploma preferred
- Licensed Investment Representative with CIRO
- 1-2 years of relevant experience in banking or administration
- Solid collaborative communication skills
- Knowledge of wealth management and investment products an asset

Leverage your Mandarin skills to foster exceptional client interactions and support at TD Wealth in Burnaby.

#J-18808-Ljbffr

📌 Mandarin Client Service Associate in Burnaby
🏢 TD
📍 Burnaby