Found Description
Elevate your career with TD Wealth as a Client Service Associate in Kingston, Ontario. This role focuses on providing exceptional administrative support and building client relationships, shaping their investment experiences.
As a Client Service Associate, you will deliver specialized administrative assistance to Investment Advisors, directly impacting client interactions. Your responsibilities will include preparing essential documentation, creating analytical reports, and engaging clients with information on products and services. You'll be a pivotal part of delivering an outstanding client experience, which influences teamwork and individual performance.
Key Responsibilities:
• Prepare documentation for client meetings with IAs
• Create reports and communicate with clients regularly
• Manage lead creation and ensure proper referral coding
• Submit marketing materials and compile client information
• Adhere to compliance protocols and maintain documentation
Re...
As a Client Service Associate, you will deliver specialized administrative assistance to Investment Advisors, directly impacting client interactions. Your responsibilities will include preparing essential documentation, creating analytical reports, and engaging clients with information on products and services. You'll be a pivotal part of delivering an outstanding client experience, which influences teamwork and individual performance.
Key Responsibilities:
• Prepare documentation for client meetings with IAs
• Create reports and communicate with clients regularly
• Manage lead creation and ensure proper referral coding
• Submit marketing materials and compile client information
• Adhere to compliance protocols and maintain documentation
Re...