Job Description
Shape client interactions at TD Wealth as an Investment Advisor Support Associate in Calgary, Alberta. You'll play a pivotal role in enhancing client satisfaction through dedicated administrative support.
In this Client Service Associate position, you will provide crucial assistance to Investment Advisors, including preparing documentation, creating analysis reports, and facilitating client communication. Your attention to detail and commitment to a legendary client experience will empower you in this frontline role. This is a chance to grow within a prominent financial institution.
Key Responsibilities:
• Efficiently prepare necessary documentation for client consultations
• Create reports to analyze investment opportunities
• Communicate with clients regarding services and products
• Process leads and manage referral coding accurately
• Ensure compliance with all account documentation and marketing materials
Requirements:
• Community college diploma or unde...
In this Client Service Associate position, you will provide crucial assistance to Investment Advisors, including preparing documentation, creating analysis reports, and facilitating client communication. Your attention to detail and commitment to a legendary client experience will empower you in this frontline role. This is a chance to grow within a prominent financial institution.
Key Responsibilities:
• Efficiently prepare necessary documentation for client consultations
• Create reports to analyze investment opportunities
• Communicate with clients regarding services and products
• Process leads and manage referral coding accurately
• Ensure compliance with all account documentation and marketing materials
Requirements:
• Community college diploma or unde...