TD Private Wealth Client Service Associate
TD • burlington, Canada
Role Description
Elevate your career in client services with TD Private Wealth Management in Burlington, Ontario. This full-time position offers an opportunity to provide tailored service and support to Investment Advisors.
As a Client Service Associate, you will prepare documentation and assist with client communication to facilitate productive meetings. Your role will involve mentoring clients on investment products and ensuring compliance with regulations while enhancing client relationships.
Key Responsibilities:
• Prepare and update client meeting documentation for Investment Advisors
• Create analytical reports on client accounts
• Communicate with clients regarding services and mentorship
• Submit and maintain marketing materials and compliance documents
• Prioritize high-quality service to enhance client experiences
Requirements:
• Undergraduate degree or community college diploma preferred
• Must obtain licensure ...
As a Client Service Associate, you will prepare documentation and assist with client communication to facilitate productive meetings. Your role will involve mentoring clients on investment products and ensuring compliance with regulations while enhancing client relationships.
Key Responsibilities:
• Prepare and update client meeting documentation for Investment Advisors
• Create analytical reports on client accounts
• Communicate with clients regarding services and mentorship
• Submit and maintain marketing materials and compliance documents
• Prioritize high-quality service to enhance client experiences
Requirements:
• Undergraduate degree or community college diploma preferred
• Must obtain licensure ...