Elevate your career with TD Wealth as a Client Services Specialist in Montréal. Leverage your mutual funds expertise and communication skills to enhance client experiences. TD Asset Management is seeking a Client Services Specialist with 1-2 years of client service experience. Successful candidates will have robust financial market knowledge and superior interpersonal skills.

Your role will focus on resolving account issues, servicing client inquiries, and enhancing overall client satisfaction through proactive outreach and support. Key Responsibilities:

- Maintain superior client experience and relationships
- Respond to inbound client calls and emails swiftly
- Investigate and resolve account issues with thorough follow-up
- Identify sales opportunities through client referrals
- Promote quality service delivery improvements Requirements:
- 1-2 years of client service experience preferred
- Expert knowledge of mutual funds essential
- Bilingual in English and French preferred
- Post-secondary education required; University degree preferred
- Familiar with MS Office applications Bring your expertise in mutual funds and client service to TD Wealth to make a meaningful impact.

📌 Client Services Specialist at TD Wealth (Montreal)
🏢 TD
📍 Montreal