Support TD Private Investment Advice in Whitby as a Client Service Associate, using attention to detail and communication skills daily. This 12 month assignment includes 37.5 hours weekly.
TD Wealth seeks a Client Service Associate for specialized administrative support to an Investment Advisor or team of Advisors. The position supports client meetings, account analysis, referrals, marketing materials, compliance, and frontline service. You will correspond with clients and branch staff while maintaining discretion and accuracy.
Key Responsibilities:
- Prepare documentation and updates for Investment Advisor client meetings
- Create client account reports and communicate product and service information
- Accept leads and maintain accurate referral coding administration
- Compile client information packages and maintain marketing materials
- Respond to phone, mail, and electronic client enquiries
Requirements:
- Undergraduate degree or community college diploma preferred
- Obtain Investment Representative licensing through CIRO
- One to two years of relevant experience
- Robust communication and relationship-building skills
- Ability to work collaboratively, confidentially, and independently
Bring detailed administrative support, client communication, and wealth management knowledge to TD Private Investment Advice in Whitby.