Elevate client relationships with TD Wealth as a Client Service Associate in Calgary, Alberta. This role focuses on providing specialized administrative support to Investment Advisors, enhancing customer experience. In this frontline position, you will aid a team of Investment Advisors by preparing documents and creating reports for client analysis.

Your attention to detail will be crucial in handling correspondence with clients and branch staff. Successful candidates will thrive in providing stellar customer service while managing various administrative tasks. Key Responsibilities:

- Prepare documentation for client meetings with Investment Advisors
- Create analytical reports based on client accounts
- Handle client inquiries through various channels
- Manage referral coding administration accurately
- Maintain compliance with account documentation Requirements:
- Undergraduate degree or community college diploma preferred
- 1-2 years of relevant experience in banking or administration
- Must be licensed as an Investment Representative (IR)
- Solid communication and relationship-building skills
- Knowledge of investment products is an asset Deliver exceptional client service while growing your career at TD Wealth in Calgary.

📌 Client Service Associate at TD Wealth (Calgary)
🏢 TD Bank
📍 Calgary