Job Description
Elevate your career with TD Wealth as a Client Service Associate in Brampton, Ontario. Deliver exceptional administrative support to Investment Advisors while creating strong client relationships.
In this integral role, you will provide specialized support to ensure optimal client experiences. Your responsibilities include preparing documentation for meetings, managing communications, and ensuring compliance with regulations. With 1-2 years of relevant experience, your attention to detail will shine as you contribute to a customer-focused environment.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create client account reports and mentor on services
• Handle lead creation and referral coding administration
• Maintain marketing materials and client packages
• Respond to client inquiries through multiple channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative (...
In this integral role, you will provide specialized support to ensure optimal client experiences. Your responsibilities include preparing documentation for meetings, managing communications, and ensuring compliance with regulations. With 1-2 years of relevant experience, your attention to detail will shine as you contribute to a customer-focused environment.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create client account reports and mentor on services
• Handle lead creation and referral coding administration
• Maintain marketing materials and client packages
• Respond to client inquiries through multiple channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative (...
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