Wealth Client Services Associate

4 days ago


Burlington, Canada TD Full time

A leading financial institution is seeking a PIA Client Service Associate in Burlington, Ontario. This full-time entry-level position entails preparing documentation for client meetings, generating reports, and offering high-level client service. Candidates should have relevant experience, strong communication skills, and preferably an undergraduate degree. Knowledge in wealth management and investment products is beneficial. The role emphasizes teamwork and prioritizing client experiences.#J-18808-Ljbffr



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