Excel as a Client Service Associate with TD Wealth in Toronto, Ontario. Provide exceptional support to financial planners and clients through effective communication and problem-solving.
In this full-time role, you'll manage client inquiries, account transfers, and ensure a smooth operational flow. As an integral part of the TD Wealth team, you'll develop strong relationships, assist clients with their needs, and promote a positive experience while adhering to compliance regulations.
Key Responsibilities:
- Respond promptly to client inquiries and provide effective solutions
- Manage new account submissions and follow up on documentation
- Assist Financial Planners with daily operations and requests
- Communicate updates and changes to clients proactively
- Identify growth opportunities for clients and Financial Planners
Requirements:
- Minimum 2 years of industry experience
- Canadian Securities Course (CSC) required
- Strong verbal and written communication skills
- University/College Diploma preferred
- Ability to manage multiple tasks efficiently
Drive client satisfaction and operational excellence as a Client Service Associate at TD Wealth in Toronto.
Client Service Associate at TD Wealth in Calgary employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
