Elevate client experiences with TD Wealth as a PIA Client Service Associate in Red Deer, Alberta. Focus on providing specialized administrative support to Investment Advisors while fostering client relationships.
In this frontline role, you will assist with the documentation and reporting needs of Investment Advisors, enhancing customer service interactions. Candidates with attention to detail, solid communication skills, and a desire to thrive in wealth management are ideal. This role supports not only immediate client needs but also contributes to long-term partnerships.
Key Responsibilities:
• Prepare documentation for client meetings
• Create reports for client
📌 Client Service Associate at TD Wealth (Red Deer)
🏢 TD
📍 Red Deer
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