Client Service Associate - Wealth Management
T
TD
📍 saskatoon, division no. 11, Canada
Job Description
Join TD Wealth in Saskatoon as a Client Service Associate, specializing in personalized client support and investment advice. Leverage your detailed-oriented skills to ensure a premium customer experience.
In this role, you will provide a crucial link between clients and Investment Advisors, focusing on administrative support and relationship building. Your meticulous attention to detail will contribute to preparing documents, managing communications, and understanding clients' investment needs. Your proactive approach will enhance client interactions and solidify your role within the team.
Key Responsibilities:
• Provide dedicated administrative support to Investment Advisors
• Prepare client documentation and reports for meetings
• Communicate effectively with clients regarding inquiries
• Maintain compliance with all regulatory requirements
• Actively contribute to team performance and improvement
Requirements:
• Required undergraduate degree or community ...
In this role, you will provide a crucial link between clients and Investment Advisors, focusing on administrative support and relationship building. Your meticulous attention to detail will contribute to preparing documents, managing communications, and understanding clients' investment needs. Your proactive approach will enhance client interactions and solidify your role within the team.
Key Responsibilities:
• Provide dedicated administrative support to Investment Advisors
• Prepare client documentation and reports for meetings
• Communicate effectively with clients regarding inquiries
• Maintain compliance with all regulatory requirements
• Actively contribute to team performance and improvement
Requirements:
• Required undergraduate degree or community ...