TD Bank
Client Service Associate at TD Wealth
Job Description
Enhance your career as a Client Service Associate with TD Wealth in Kingsville, Ontario. This full-time, on-site role emphasizes high-level client support and administrative excellence.
As a dedicated Client Service Associate, you will assist Investment Advisors with client correspondence and documentation. Your strong attention to detail will help deliver a legendary customer experience, making each interaction meaningful. By maintaining compliance and collaborating with team members, you'll help shape the future of client relationships.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Create analytical reports on client accounts
• Manage leads and ensure correct referral coding
• Submit marketing pieces and maintain client info packages
• Respond to various client inquiries across platforms
Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years of relevant banking or administrative experienc...
As a dedicated Client Service Associate, you will assist Investment Advisors with client correspondence and documentation. Your strong attention to detail will help deliver a legendary customer experience, making each interaction meaningful. By maintaining compliance and collaborating with team members, you'll help shape the future of client relationships.
Key Responsibilities:
• Prepare documentation for client meetings and updates
• Create analytical reports on client accounts
• Manage leads and ensure correct referral coding
• Submit marketing pieces and maintain client info packages
• Respond to various client inquiries across platforms
Requirements:
• Undergraduate degree or community college diploma preferred
• 1–2 years of relevant banking or administrative experienc...