Elevate your career with TD as a Centralized Client Service Associate in Toronto, Ontario. In this role, provide specialized support to Investment Advisors and ensure a remarkable client experience.
TD Private Investment Advice is looking for detail-oriented candidates committed to exceptional client service. As a Centralized Client Service Associate, you will assist in preparing client documentation and reports while also responding to inquiries from clients and partners. You'll play a pivotal role in maintaining compliance and enhancing team performance through your insights.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create client account reports for analysis and updates
• Respond to client queries through phone, mail, and electronic channels
• Provide mentorship on products and identify referral opportunities
• Maintain marketing materials and ensure compliance with regulations
Requirements:
• Undergraduat...