Join TD Wealth in Regina as a Client Service Associate and elevate your administrative career. Focus on providing legendary service to high-value clients while supporting Investment Advisors.

This role encompasses a variety of responsibilities central to delivering personalized advice and solutions in wealth management. You will collaborate closely with both clients and advisors, showcasing your detail-oriented approach and customer-focused mindset. Your role is essential in preparing client documentation and fostering strong relationships.

Key Responsibilities: • Support Investment Advisors in preparing for client meetings • Create insightful reports for client account analysis • Manage lead creation and referral processes • Maintain marketing materials and documentation • Deliver outstanding client service via various channels

Requirements: • Preferred undergraduate degree or diploma • Licensed as an Investment Representative (IR) • 1-2 years of experience in relevant fields • Solid interpersonal and communication skills • Knowledge related to investments is a plus

Delivering high-caliber service and administrative support is vital to client satisfaction and team success. #J-18808-Ljbffr

📌 Regina Client Service Associate Role (Winnipeg)
🏢 TD Bank Group
📍 Winnipeg