TD Bank Group recherche un(e) Associé(e) Service à la clientèle pour TD Private Wealth Management à Coquitlam. Vous assurerez un soutien administratif dédié à un ou plusieurs Investment Advisors, gérerez des dossiers clients et coordonnerez les interactions avec les clients et le personnel de la succursale.
Les responsabilités incluent la préparation de documents, la création de rapports et la gestion des leads, tout en assurant le respect des exigences de conformité et en offrant un service
Hybrid Wealth Client Service Associate in Coquitlam employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
