Found Description
Elevate your career at TD Wealth as a Client Service Associate in Calgary. Provide exceptional support to financial planners while enhancing your skills and client engagement.
As a Client Service Associate, you will deliver dedicated sales and service assistance to TD Wealth Financial Planners. Your role involves handling client inquiries, completing transactions, and identifying revenue opportunities. Be a vital part of the planner's success by helping with new account openings and solving complex issues, all while ensuring a legendary client experience.
Key Responsibilities:
• Provide timely solutions for client and Financial Planner inquiries
• Conduct transactions requiring expert knowledge and accountability
• Assist in completing new accounts and cash transfers
• Identify net asset growth opportunities and contact prospective clients
• Analyze data to solve complex problems and escalate as needed
Requirements:
• University or college diploma with 2 year...
As a Client Service Associate, you will deliver dedicated sales and service assistance to TD Wealth Financial Planners. Your role involves handling client inquiries, completing transactions, and identifying revenue opportunities. Be a vital part of the planner's success by helping with new account openings and solving complex issues, all while ensuring a legendary client experience.
Key Responsibilities:
• Provide timely solutions for client and Financial Planner inquiries
• Conduct transactions requiring expert knowledge and accountability
• Assist in completing new accounts and cash transfers
• Identify net asset growth opportunities and contact prospective clients
• Analyze data to solve complex problems and escalate as needed
Requirements:
• University or college diploma with 2 year...