Private Client Service Associate
4 weeks ago
Job Summary
We are seeking a highly organized and detail-oriented Private Client Service Associate to join our team at TD Private Wealth Management. As a key member of our team, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences and efficient operations.
Key Responsibilities
- Prepare client meeting materials, including documentation and reports
- Assist with client account analysis and portfolio maintenance
- Manage administrative tasks, such as lead coding and documentation
- Provide exceptional client service, responding to inquiries and resolving issues promptly
- Collaborate with cross-functional teams to ensure seamless client experiences
Requirements
- Undergraduate degree or community college diploma
- 2 years of relevant work experience
- Strong communication and organizational skills
About TD
TD is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses. We are committed to being a leader in customer experience and are innovating to enhance the customer experience and build capabilities to shape the future of banking.
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