Elevate client experiences as a Client Service Associate with TD Wealth in Vancouver. Provide exceptional support and administrative assistance to Investment Advisors while building client relationships. In this vital role at TD, you will engage closely with high-value clients, ensuring their needs are met through dedicated administrative support.

Your focus will include preparing documentation, conducting analysis of client accounts, and nurturing relationships for referrals. This position is essential in delivering superior service and enhancing the client journey at TD. Key Responsibilities:

- Prepare documentation for client meetings and IAs' needs
- Create detailed reports on client accounts for analysis




- Communicate mentorship on products and identify referral opportunities
- Compile and manage marketing materials and client info
- Uphold high service standards by responding to inquiries Requirements:
- Undergraduate degree or college diploma preferred
- 1-2 years in banking or administrative roles
- Robust communication and relationship-building skills
- Knowledge of wealth management and investment products
- Licensed as an Investment Representative (IR) required Deliver high-quality client service, manage documentation, and enhance operational efficiencies at TD Wealth in Vancouver.

📌 Client Service Associate at TD Wealth (Vancouver)
🏢 TD
📍 Vancouver