Client Service Associate at TD Wealth
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Key Responsibilities
• Prepare documentation and updates for client meetings
• Create client account reports for analysis
• Correspond with clients to identify product opportunities
• Submitt marketing pieces for approval
• Ensure compliance with account documentation requirements
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative with CIRO
• 1-2 years of relevant banking or administrative experience
• Strong relationship-building and communication skills
• Knowledge of investment products is an asset Bring your detail-oriented focus and commitment to excellence to shape client experiences in wealth management at TD. #J-18808-Ljbffr
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