Client Service Associate
3 weeks ago
Job Summary:
We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to our Investment Advisors and teams, ensuring exceptional client experiences and driving business growth.
Key Responsibilities:
- Prepare and update documentation for client meetings, ensuring accuracy and attention to detail.
- Create comprehensive reports for analysis of client accounts, identifying opportunities for growth and improvement.
- Develop and maintain strong relationships with clients, providing expert guidance on our products and services.
- Identify and pursue referral opportunities, driving business growth and revenue.
- Manage and maintain marketing materials, ensuring consistency and accuracy.
- Stay up-to-date on compliance requirements, ensuring adherence to regulatory standards.
- Provide exceptional client service, responding to inquiries and resolving issues in a timely and professional manner.
- Collaborate with colleagues to achieve team goals and objectives.
Requirements:
- Undergraduate degree or community college diploma preferred.
- Strong communication and interpersonal skills, with the ability to build relationships and work collaboratively.
- Ability to work independently and as part of a team, with a focus on delivering exceptional results.
About TD Bank:
TD Bank is one of the world's leading global financial institutions, committed to delivering legendary customer experiences and driving business growth. We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks.
What We Offer:
- A dynamic and supportive work environment, with opportunities for growth and development.
- A comprehensive total rewards package, including a competitive salary, variable compensation, and a range of benefits and perks.
- Access to training and development programs, to help you achieve your career goals.
- A collaborative and inclusive work environment, with a focus on diversity and inclusion.
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