Job Description
Elevate your career with TD Wealth as a Client Service Associate in Cobourg, Ontario. Engage clients, provide mentorship, and ensure top-level service in the wealth management sector.
The Client Service Associate position requires strong communication skills and a proactive approach to customer inquiries. You will prepare documentation, analyze client accounts, and support Investment Advisors during meetings. Previous experience in banking or administration will help you excel in this role while you adhere to compliance and risk management practices.
Key Responsibilities:
• Prepare documentation for client meetings and provide updates
• Create analytical reports on client accounts
• Accept leads and manage referral coding efficiently
• Maintain compliance with marketing materials and documentation
• Deliver exceptional client service through various channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Invest...
The Client Service Associate position requires strong communication skills and a proactive approach to customer inquiries. You will prepare documentation, analyze client accounts, and support Investment Advisors during meetings. Previous experience in banking or administration will help you excel in this role while you adhere to compliance and risk management practices.
Key Responsibilities:
• Prepare documentation for client meetings and provide updates
• Create analytical reports on client accounts
• Accept leads and manage referral coding efficiently
• Maintain compliance with marketing materials and documentation
• Deliver exceptional client service through various channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Invest...
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