Job Description
Elevate client experiences with TD Wealth as a Client Service Associate in Calgary, Alberta. Provide specialized support and develop relationships that enhance customer satisfaction and loyalty.
In this dynamic role, you'll serve as a vital link between clients and Investment Advisors. Use your strong communication skills to prepare documentation, manage client accounts, and deliver exceptional service. Your ability to work collaboratively while ensuring compliance will be key to your success.
Key Responsibilities:
• Prepare documentation for client meetings and IAs
• Create analytical reports on client accounts
• Communicate with clients about product offerings
• Ensure proper referral coding administration
• Maintain compliance with account documentation
Requirements:
• Undergraduate degree or college diploma preferred
• Licensed Investment Representative (IR) with CIRO
• 1-2 years of experience in banking or administration
• Strong relationship bu...
In this dynamic role, you'll serve as a vital link between clients and Investment Advisors. Use your strong communication skills to prepare documentation, manage client accounts, and deliver exceptional service. Your ability to work collaboratively while ensuring compliance will be key to your success.
Key Responsibilities:
• Prepare documentation for client meetings and IAs
• Create analytical reports on client accounts
• Communicate with clients about product offerings
• Ensure proper referral coding administration
• Maintain compliance with account documentation
Requirements:
• Undergraduate degree or college diploma preferred
• Licensed Investment Representative (IR) with CIRO
• 1-2 years of experience in banking or administration
• Strong relationship bu...
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