Client Service Associate At Td Wealth (Laval)

Client Service Associate At Td Wealth (Laval)

17 Oct
|
The Toronto-Dominion Bank (Canada)
|
Laval

17 Oct

The Toronto-Dominion Bank (Canada)

Laval

Elevate your career as a Client Service Associate with TD Wealth in Laval, Quebec. Provide exceptional support to Investment Advisors and enhance client experiences through meticulous service and relationship management.In this frontline role, you will deliver specialized administrative support to Advisors while ensuring top-notch customer interactions. Your expertise in handling client inquiries, preparing documentation, and creating insightful reports will significantly contribute to our wealth management efforts.



Embrace the opportunity to grow your career in a nurturing workplace focused on professional development and customer satisfaction.Key Responsibilities:Prepare documentation for Advisor-client meetingsCreate and analyze client account reportsRespond to client inquiries via phone and emailEnsure compliance with account documentation requirementsCollaborate effectively with team members for best practicesRequirements:Undergraduate degree or college diploma preferredBilingual in English and French1–2 years relevant experience in banking or administrationKnowledge of wealth management and investment productsStrong communication skills for building relationshipsEmbrace the challenge of delivering legendary service and support our Advisors in making impactful client connections at TD Wealth.

📌 Client Service Associate At Td Wealth (Laval)
🏢 The Toronto-Dominion Bank (Canada)
📍 Laval

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