Join TD Wealth in Burnaby as a Mandarin Client Service Specialist, where you will play a key role in providing outstanding support to Investment Advisors and clients. This full time position blends administrative tasks with customer engagement.
You will focus on creating impactful customer experiences, preparing essential documentation for meetings, and actively communicating with clients to provide tailored advice. Your role emphasizes integrity, risk management, and continuous improvement within client interactions, ensuring you contribute significantly to team success.
Key Responsibilities:
• Manage documentation and updates for client-facing activities
• Create detailed reports and mentorship communications for clients
• Facilitate lead acceptance and referral coding processes




• Compile marketing packages and uphold compliance requirements
• Deliver prompt responses to client inquiries via phone and email
Requirements:
• Possession of an undergraduate degree preferred
• Must be licensed as an Investment Representative (IR)
• 1-2 years experience in banking or similar fields
• Excellent relationship-building and communication skills
• Familiarity with wealth management and investment products desired
Cultivate rewarding client relationships and enhance your career within a supportive environment at TD Wealth in Burnaby.
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📌 Burnaby Mandarin Client Service Specialist
🏢 TD
📍 Burnaby