Elevate your career with TD Wealth as a Client Service Associate in Toronto, Ontario. Provide exceptional support to Financial Planners while enhancing client relationships for positive outcomes.
The Client Service Associate (CSA) plays a vital role in TD Wealth by assisting Financial Planners through client interactions, progress reviews, and business development. This role requires expertise in transactional processes, proactive communication with clients, and a focus on identifying growth opportunities. Your impact will significantly contribute to the overall asset growth and service excellence within the team.
Key Responsibilities:
• Respond promptly to client and FP inquiries • Conduct transactions with high operational knowledge • Assist in current account openings and transfers • Identify revenue opportunities for Financial Planners • Analyze data to solve complex client issues
Requirements: • University or college diploma and 2 years experience • Knowledge of regulatory environments and operations • Completion of CPH course and CSC is preferred • Strong communication and interpersonal skills • Ability to work both collaboratively and independently
Bring your expertise in client management and financial services to grow with TD Wealth in Toronto. #J-18808-Ljbffr
📌 Client Service Associate at TD Wealth (Winnipeg)
🏢 TD
📍 Winnipeg