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IA Client Service Associate

2 months ago

Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary:

We are seeking a highly organized and detail-oriented Client Service Associate to provide dedicated administrative support to our Investment Advisors. As a valued member of our team, you will play a critical role in ensuring the smooth operation of our business.

About the Role:

As a Client Service Associate, you will be responsible for:

  • Preparing documentation for client meetings and ensuring accuracy and completeness
  • Creating reports for client account analysis and providing insights to Investment Advisors
  • Maintaining marketing materials and ensuring compliance with regulatory requirements
  • Delivering exceptional client service and contributing to the overall success of the team

About Our Company:

The Toronto-Dominion Bank (Canada) is a global financial institution committed to delivering legendary customer experiences. We strive to enrich the lives of our customers and colleagues through innovation and customer-centric values.

Requirements:

  • Undergraduate degree or community college diploma preferred
  • Strong communication skills and ability to work collaboratively
  • Willingness to complete required licensing within 6 months

What We Offer:

We offer a competitive compensation package, health and well-being benefits, career development opportunities, and a supportive work environment that fosters growth and success.