Vacancy Description
Join TD Wealth as a Client Service Associate in Burlington, Ontario, and enhance your skills in client service and investment management. This role is designed for detail-oriented candidates looking to build a rewarding career in wealth.
In this frontline role, you will provide specialized support to Investment Advisors, handling various administrative duties while fostering strong client relationships. Your responsibilities include preparing client meeting documents, producing account analysis reports, and guiding clients through available products. Rosa TD emphasizes a culture of exceptional service, making you integral in maintaining its high standards.
Key Responsibilities:
• Prepare and maintain documentation for Investment Advisors
• Create client account reports for analysis
• Communicate directly with clients regarding services
• Handle marketing materials and ensure compliance procedures
• Prioritize high-quality client service across different channels
In this frontline role, you will provide specialized support to Investment Advisors, handling various administrative duties while fostering strong client relationships. Your responsibilities include preparing client meeting documents, producing account analysis reports, and guiding clients through available products. Rosa TD emphasizes a culture of exceptional service, making you integral in maintaining its high standards.
Key Responsibilities:
• Prepare and maintain documentation for Investment Advisors
• Create client account reports for analysis
• Communicate directly with clients regarding services
• Handle marketing materials and ensure compliance procedures
• Prioritize high-quality client service across different channels
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