Join TD Private Wealth Management as a Client Service Associate, focused on providing exceptional administrative and client support. Make impactful contributions to client relationships and wealth management services.
In your role, you will deliver vital administrative support to Investment Advisors while ensuring a seamless client experience. Engage with clients through effective communication, create analytical reports, and manage compliance with account procedures. This role is integral in delivering the exceptional service that sets us apart.
Key Responsibilities:
• Prepare essential documents and reports for client meetings
• Mentor clients on services while analyzing accounts
• Facilitate leads management with accurate referral processes
• Organize marketing materials and client information packs
• Quickly respond to varied client inquiries
Requirements:
• Undergraduate degree or community college diploma preferred
• Must be licensed as an Investment...