Shape the future of client service at TD Wealth as a Client Service Specialist in Vancouver. Focus on personalized support and administrative excellence for Investment Advisors and valued clients.

This position emphasizes a client-centric approach, allowing you to leverage your skills in administration and customer service. You'll be responsible for preparing crucial documentation, managing client accounts, and delivering top-notch service during client interactions. Your role is pivotal in helping TD Wealth maintain its reputation for exceptional customer experience.

Key Responsibilities:



• Assist in preparing client-focused documentation for meetings • Analyze client account reports and provide product advice • Manage and submit marketing materials for branch use • Engage with clients via phone and electronic communications • Promote a culture of compliance and risk management

Requirements: • Preferred degree or diploma in relevant fields • 1-2 years prior experience in banking or admin • Excellent communication and teamwork capabilities • Understanding of wealth management principles • Mandatory certification as an Investment Representative (IR)

Join TD Wealth to optimize client interactions and support financial advisement through dedicated administrative service. #J-18808-Ljbffr

📌 Client Service Specialist in Vancouver (Winnipeg)
🏢 TD
📍 Winnipeg