Elevate your career with TD Wealth as a Client Service Associate in Saanich, British Columbia. This role focuses on providing exceptional administrative support to Investment Advisors, enhancing client experiences every day.
As a Client Service Associate, you will contribute to high-stakes client interactions by preparing documentation and updating Investment Advisors. This frontline position emphasizes attention to detail and client communication, ensuring that you leave a positive impact on customer experiences.
Key Responsibilities:
• Prepare documentation for client meetings
• Create analytical reports on client accounts
• Communicate effectively with clients about services
• Adhere to compliance requirements in documentation
• Deliver a high standard of client service consistently
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR)
• 1-2 years of experience in banking or administrative roles
• Strong team-oriented communication skills
• Knowledge of investment products is an asset
Become a vital part of TD Wealth and provide legendary client experiences daily.
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📌 Client Service Associate at TD Wealth (Saanich Core)
🏢 TD Bank
📍 Saanich Core