Client Service Associate

4 weeks ago

Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

About the Role:

This is an exciting opportunity to join our team as a Client Service Associate, providing dedicated sales and service support to TD Wealth Financial Planners. As a key member of our team, you will play a vital role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities:

  • Respond to client and planner inquiries, providing options and solutions while adhering to policies and processes.
  • Conduct transactions and activities that require expert knowledge, managing moderate to high-risk tasks with precision.
  • Assist in the timely and accurate completion of new account openings, account and cash transfers, and other administrative documents and transactional requests.
  • Provide sales support by identifying net asset growth and revenue opportunities, and contacting prospective clients.
  • Gather and analyze data to identify and solve complex problems, escalating as required.
  • Build a positive experience at every interaction, continually seeking ways to improve sales and service.
  • Participate fully as a member of the team, supporting a positive and service-oriented work environment.

Requirements:

  • Advanced level of communication in French and English.
  • University/college diploma and/or minimum 2 years of industry experience.
  • Canadian Securities Course (CSC).
  • Completion of Conduct and Practices Handbook (CPH) course within 6 months of hire date.
  • Advanced knowledge of business, operations, and regulatory environment.
  • Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems, and jurisdictions.
  • Strong communication skills with ability to work collaboratively and independently, provide assistance, and build relationships.

About Us:

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We're dedicated to enriching the lives of our customers, communities, and colleagues, and we're looking for talented individuals like you to join our team.

Total Rewards Package:

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. This includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits, and discounts.

Colleague Development:

We're committed to helping our colleagues succeed and grow within the organization. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to help you unlock future opportunities.

Interview Process:

We'll reach out to candidates of interest to schedule an interview, and we'll do our best to communicate outcomes to all applicants by email or phone call.

Accommodation:

We're committed to providing a barrier-free interview process. Please let us know if you require any accommodations to help us remove barriers so that you can participate throughout the interview process.

Language Requirement:

This position requires proficiency in a language other than French to support or deal with employees who require services and support in a language other than French.

  • Client Service Associate

    3 weeks ago

    Montreal, Quebec, Canada Dialectica Full time

    At Dialectica, we are on the quest to empower better decision-making by connecting top business professionals with the world's leading experts. As a Client Service Associate, you will play a vital role in making this happen.Key Responsibilities:Conduct in-depth research into industries and companies to identify top experts and their relevant...

  • Private Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Professional to join our team as a Private Client Service Associate. In this role, you will provide exceptional administrative support to our Portfolio Managers, ensuring seamless client experiences.Key ResponsibilitiesPrepare client meeting materials, including documentation...

  • Client Service Associate

    1 week ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryTD is seeking a Client Service Associate - Financial Services to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.This role requires strong communication skills with ability to build relationships and work collaboratively, confidentially and independently.Key...

  • Associate - Client Service Representative

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Royal Bank of Canada is seeking a skilled Associate to join its Wealth Management team. As a key member of the team, you will be responsible for providing exceptional client service and administrative support to Investment Advisors.Key ResponsibilitiesProvide professional servicing of client inquiries and...

  • Associate, Client Services Specialist

    4 weeks ago

    Montreal, Quebec, Canada LOGICIELS PROSPECTS INC. Full time

    Job Description:As a Client Services Associate at LOGICIELS PROSPECTS INC., you will play a vital role in providing exceptional support to our clients. Your primary responsibility will be to offer professional assistance to our customers through phone and email, ensuring that their queries are resolved efficiently and effectively.Key Responsibilities:Provide...

  • Client Service Associate

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key ResponsibilitiesPrepare documentation and provide updates to IAs in preparation for client...

  • Financial Services Client Success Associate

    4 weeks ago

    Montreal, Quebec, Canada California Times Full time

    Client Success Associate, Financial ServicesBCA Research is a leading provider of global investment research, delivering high-quality analysis and forecasts to clients worldwide.This role requires fluency in English and a strong understanding of global macro-economics, strategy, and investment.The ideal candidate will have excellent customer-service skills,...

  • Client Success Associate, Financial Services

    4 weeks ago

    Montreal, Quebec, Canada California Times Full time

    Client Success Associate, Financial ServicesBCA Research is the leading independent provider of global investment research. Our mission is to shape the level of conviction with which our clients make investment decisions through the delivery of leading-edge analysis and forecasts of all the major asset classes and economies.This role requires fluency in...

  • Client Support Associate

    5 days ago

    Montreal, Quebec, Canada Artech LLC Full time

    Job DescriptionWe are seeking a highly skilled Client Support Associate to join our team at Artech LLC in Montreal, QC.As a key member of our Investment Support Group Team under Investment Services, you will be responsible for overseeing administrative duties related to client communications management and record keeping.Key Responsibilities:Maintain...

  • Client Service Associate

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to our Investment Advisors. As a key member of our team, you will be responsible for preparing documentation, creating reports, and communicating with clients to provide exceptional customer service.Key ResponsibilitiesPrepare...

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at TD Bank. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. Your first impressions will leave lasting results on our business and customer experience.Key...

  • Financial Services Associate

    1 week ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Royal Bank of Canada is seeking a highly skilled Financial Services Associate to join its Wealth Management team.Job SummaryThis is an exciting opportunity for a motivated and detail-oriented individual to provide exceptional client service and support to Investment Advisors in the management of client accounts.The ideal candidate will have strong working...

  • Client Service Associate

    7 days ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    OverviewThe Toronto-Dominion Bank (Canada) is a leading global financial institution dedicated to delivering legendary customer experiences. We are committed to enriching the lives of our customers, communities, and colleagues.Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionAs a Client Service Associate in our Investment Banking...

  • Associate Client Executive

    4 weeks ago

    Montreal, Quebec, Canada Marsh Full time

    Marsh is a global leader in insurance broking and risk management. In over 130 countries, our experts help clients anticipate, quantify, and understand risks. In today's uncertain global business environment, Marsh helps clients thrive and survive.We are seeking candidates for the Associate Client Executive position in our Montreal office.Key...

  • Client Service Associate for Investment Advisor

    6 days ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Are you a detail-oriented and customer-focused professional seeking a challenging role in investment services? As a Client Service Associate for an Investment Advisor, you will provide specialized administrative support to help deliver exceptional client experiences.In this exciting position, you will have the opportunity to work closely with experienced...

  • Client Service Representative

    1 week ago

    Montreal, Quebec, Canada Sun Life Full time

    New Business Team Job DescriptionThe New Business Team at Sun Life is seeking an experienced professional to join our dynamic team as a Senior Case Associate. As a key member of our team, you will be responsible for the administration of insurance proposals, from verification to mailing of the contract.Main ResponsibilitiesThe Senior Case Associate will be...

  • Private Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Professional to join our team as a Private Client Service Associate. In this role, you will provide administrative support to our Portfolio Managers, ensuring seamless client experiences.Key ResponsibilitiesPrepare client meeting materials, including documentation and...

  • Client Service Associate

    4 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job Summary:In this role, you will provide dedicated sales and service support to TD Wealth Financial Planners, focusing on client contacting, business building, and transactional activities. Your expertise will be essential in responding to client and planner inquiries, conducting transactions, and assisting with new account openings and administrative...

  • Senior Client Service Associate, Financial Services Representative

    1 week ago

    Montreal, Quebec, Canada MD Financial Management Full time

    Job DescriptionRole OverviewAs a Senior Client Service Associate at MD Financial Management, you will play a vital role in delivering exceptional client experiences, driving client satisfaction, and fostering long-term relationships. This dynamic position requires a client-focused individual with a passion for delivering personalized service, navigating...

  • Client Service Associate

    3 weeks ago

    Montreal, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    About the Role:This position involves providing dedicated sales and service support to TD Wealth Financial Planners. The successful candidate will be responsible for responding to client and FP inquiries, conducting transactions, and assisting with the timely and accurate completion of new account openings and other administrative documents.Key...