Client Service Associate at TD Wealth
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Elevate client experiences as a Client Service Associate at TD Wealth in Ottawa, Ontario. Provide vital support for Investment Advisors while mastering client communications and account documentation.
In this frontline role, you will assist Investment Advisors with administrative tasks and high-level client service. Engage directly with clients, prepare reports, and manage client queries while adhering to compliance requirements. Your role guarantees legendary customer service, making a significant impact on client relationships and the team's overall success.
Key Responsibilities:
- Prepare documentation for client meetings with Investment Advisors
- Crawl through account details to generate insightful reports
- Communicate with clients offering mentorship on products
- Manage leads and facilitate accurate referral coding
- Ensure strict adherence to compliance and documentation standards
Requirements:
- Undergraduate degree or college diploma preferred
- 1–2 years of relevant experience is required
- Licensed Investment Representative (IR) status expected
- Strong communication and relationship-building skills
- Knowledge of investment products is a plus
Support TD Wealth's mission and enrich client interactions with your dedication and expertise.
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