TD Private Wealth Management in Kamloops seeks a PIA Client Service Associate to provide dedicated administrative support to Investment Advisors and teams, while delivering a high standard of client service. You will prepare documentation for client meetings, create reports, maintain client information packages, ensure compliance with account documentation and marketing materials, and identify referral opportunities.
#J-18808-Ljbffr
📌 Wealth Client Service Associate – Private Investment Team (Winnipeg)
🏢 TD
📍 Winnipeg
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.