Overview
Associate, Customer Service Wealth Jobs in Markham, Canada at TD
Position: Associate, Customer Service at TD Wealth
Elevate your career in wealth management with TD Private Wealth Management in Markham, Ontario. As a Client Service Associate, you’ll deliver exceptional client support while collaborating with Investment Advisors.
This role requires accuracy and attention to detail, providing dedicated administrative support to a team of Advisors. You will engage with clients, prepare documentation, and create insightful reports to enhance client experiences. Your professionalism will shape first impressions, making a lasting impact on client relationships.
Key Responsibilities:
• Prepare documentation for client meetings with IAs
• Create analysis reports on client accounts and communicate with clients
• Manage leads and ensure accurate referral coding
• Maintain compliance with account documentation and marketing materials
• Deliver outstanding client service across various communication channels
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investment Representative (IR) with CIRO
• 1–2 years in banking or administrative roles
• Strong communication and collaborative skills
• Knowledge of wealth management and investment products
Bring your expertise to enhance client experiences at TD Private Wealth Management.
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Title: Associate, Customer Service Wealth
Company: TD
Location: Markham, Canada
Category:
