Join TD Wealth in Richmond, British Columbia as a Client Service Associate. Focus on providing exceptional client support while gaining exposure to the wealth management sector.
As a Client Service Associate, you will be crucial in supporting Investment Advisors with administrative tasks and enhancing client interactions. This role demands attention to detail and strong communication skills to foster relationships with high-value clients. You will be responsible for managing documentation, preparing reports, and providing excellent customer service to ensure a legendary client experience.
Key Responsibilities:
• Prepare documentation and updates for client meetings • Create detailed reports for client account analysis • Manage and submit marketing pieces for approval • Maintain accurate client information packages • Deliver excellent service through various communication channels
Requirements: • Undergraduate degree or college diploma preferred • 1–2 years relevant experience in banking or administration • Must be licensed as an Investment Representative (IR) • Strong relationship-building and communication skills • Knowledge of investment products is advantageous
Enhance your qualified skills while delivering top-tier client service at TD in Richmond. #J-18808-Ljbffr