Elevate client service in the financial sector as a Client Service Associate with TD Wealth in Calgary. Provide extensive support to Financial Planners while enhancing client experiences.
In this rewarding role within TD Wealth, you'll assist Financial Planners with critical tasks that drive client satisfaction and business growth. You will be engaged in tasks such as responding to client inquiries and conducting transactions. This position requires robust communication skills and the ability to analyze complex problems effectively.
Key Responsibilities:
• Support Financial Planners with sales and service functions
• Respond promptly to client and planner inquiries
• Conduct transactions across diverse product lines
• Identify growth opportunities and prospect clients
• Analyze data to solve client issues
Requirements:
• Minimum 2 years of industry experience
• Relevant university/college diploma
• Strong understanding of business regulations
• Completion of CPH and CSC courses preferred
• Excellent teamwork and communication skills
Shape client experiences and support financial success at TD Wealth in Calgary.
#J-18808-Ljbffr

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