Elevate your career with TD Wealth as a Client Service Associate in Belleville, Ontario. Provide specialized administrative support and enhance the client experience with your excellent attention to detail.
In this vital role, you will assist Investment Advisors while ensuring that high-value clients receive exceptional service. Your responsibilities will include preparing documentation for client meetings, creating analytical reports, and ensuring compliance with all requirements. This position allows you to make a significant impact on our clients' journeys through personalized service and expert assistance.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create reports analyzing client accounts for advisors
• Manage client inquiries via phone, mail, and email
• Facilitate compliance with account documentation
• Deliver top-notch service, ensuring a great client experience
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as Investment Representative (IR) with CIRO
• 1-2 years of relevant banking or administrative experience
• Robust communication and relationship-building skills
• Knowledge of wealth management or investment products is a plus
Bring your relationship-building skills and administrative expertise to deliver exceptional service at TD Wealth in Belleville.
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📌 Client Service Associate at TD Wealth (Ontario)
🏢 TD
📍 Ontario