Drive exceptional service as a Client Service Associate at TD in Red Deer, Alberta. This full-time position focuses on delivering legendary support to high-value clients in wealth management.Join TD Private Wealth Management, where your organizational and customer service skills will shine. As a Client Service Associate, you'll ensure smooth communication between Investment Advisors and clients while preparing essential documents. Your proactive approach to client interactions and administrative tasks will contribute significantly to customer satisfaction and team performance.Key Responsibilities:Assist in preparing documents for client advisory meetingsCommunicate effectively with clients regarding productsManage lead generation and referral coding processesCompile client information and maintain marketing materialsEnsure compliance with investment documentationRequirements:Undergraduate degree or diploma required1–2 years of experience in customer service or administrationAbility to build solid relationships independentlyKnowledge of financial products is advantageousMust obtain Investment Representative licensingUtilize your skills in client service to enhance the experience at TD, fostering lasting client relationships.

📌 Client Service Associate In Red Deer (Burnstick Lake)
🏢 TD Bank Group
📍 Burnstick Lake