Hybrid Wealth Client Service Associate (Coquitlam)

Hybrid Wealth Client Service Associate (Coquitlam)

26 Sep
|
TD Bank Group
|
Coquitlam

26 Sep

TD Bank Group

Coquitlam

TD Bank Group recherche un(e) Associé(e) Service à la clientèle pour TD Private Wealth Management à Coquitlam. Vous assurerez un soutien administratif dédié à un ou plusieurs Investment Advisors, gérerez des dossiers clients et coordonnerez les interactions avec les clients et le personnel de la succursale.

Les responsabilités incluent la préparation de documents, la création de rapports et la gestion des leads, tout en assurant le respect des exigences de conformité et en offrant un service

📌 Hybrid Wealth Client Service Associate (Coquitlam)
🏢 TD Bank Group
📍 Coquitlam

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