Elevate your career as a Client Service Associate with TD Wealth in Laval, Quebec. Provide exceptional support to Investment Advisors and enhance client experiences through meticulous service and relationship management.
In this frontline role, you will deliver specialized administrative support to Advisors while ensuring top-notch customer interactions. Your expertise in handling client inquiries, preparing documentation, and creating insightful reports will significantly contribute to our wealth management efforts. Embrace the opportunity to grow your career in a nurturing environment focused on professional development and customer satisfaction.
Key Responsibilities:
- Prepare documentation for Advisor-client meetings
- Create and analyze client account reports
- Respond to client inquiries via phone and email
- Ensure compliance with account documentation requirements
- Collaborate effectively with team members for best practices
Requirements:
- Undergraduate degree or college diploma preferred
- Bilingual in English and French
- 1–2 years relevant experience in banking or administration
- Knowledge of wealth management and investment products
- Strong communication skills for building relationships
Embrace the challenge of delivering legendary service and support our Advisors in making impactful client connections at TD Wealth.
Client Service Associate at TD Wealth in Laval 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.
