Job Description
Elevate client relationships as a Client Service Associate with TD Private Wealth Management in Toronto, Ontario. You will prepare documentation and support Investment Advisors in delivering personalized service.
TD Private Investment Advice is looking for a Client Service Associate to assist in meeting client needs. This role fosters strong one-on-one connections with clients while focusing on their investment portfolios. You will handle lead generation, compliance documentation, and client communication to ensure a high-quality service experience.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports analyzing client accounts and identifying referral opportunities
• Maintain marketing materials and compile client information packages
• Provide high-level client service via phone, mail, and electronic inquiries
• Participate as a team member to improve overall client experience
Requirements:
• Undergradua...
TD Private Investment Advice is looking for a Client Service Associate to assist in meeting client needs. This role fosters strong one-on-one connections with clients while focusing on their investment portfolios. You will handle lead generation, compliance documentation, and client communication to ensure a high-quality service experience.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports analyzing client accounts and identifying referral opportunities
• Maintain marketing materials and compile client information packages
• Provide high-level client service via phone, mail, and electronic inquiries
• Participate as a team member to improve overall client experience
Requirements:
• Undergradua...
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