Burlington Client Service Associate Role
TD • burlington, Canada
Role Description
Accelerate your career in client services at TD Wealth as a Client Service Associate in Burlington, Ontario. This role focuses on providing exceptional administrative support to investment professionals while ensuring client satisfaction.
As a Client Service Associate, your primary responsibility will be assisting Investment Advisors in delivering comprehensive client services. You will engage with clients directly, prepare essential documentation, and analyze client accounts, all while maintaining compliance with industry standards. This position is vital in helping TD provide a legendary customer experience.
Key Responsibilities:
• Assist Advisors in preparing documentation for meetings
• Analyze and report on client account information
• Offer mentorship to clients about available products
• Ensure compliance and accuracy of marketing materials
• Address client inquiries through multiple communication channels
Requirements:
• Preferred undergraduate degree...
As a Client Service Associate, your primary responsibility will be assisting Investment Advisors in delivering comprehensive client services. You will engage with clients directly, prepare essential documentation, and analyze client accounts, all while maintaining compliance with industry standards. This position is vital in helping TD provide a legendary customer experience.
Key Responsibilities:
• Assist Advisors in preparing documentation for meetings
• Analyze and report on client account information
• Offer mentorship to clients about available products
• Ensure compliance and accuracy of marketing materials
• Address client inquiries through multiple communication channels
Requirements:
• Preferred undergraduate degree...