Client Service Associate TD Wealth Management

Elevate your career as a Client Service Associate with TD Private Wealth Management in London, Ontario. This role requires specialized support for Investment Advisors and focuses on delivering excellent client experiences.
Join TD Private Wealth Management to provide dedicated administrative support to a team of Investment Advisors. As a Client Service Associate, you'll handle client correspondence, prepare meeting documentation, and ensure adherence to compliance requirements. Strong communication and relationship-building skills are essential to foster lasting connections and promote service excellence.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports and communicate account updates to clients
• Manage lead creation and ensure accurate referral coding
• Submit marketing materials for approval and maintain client info
• Deliver exceptional service responding to client inquiries
Requirements:
• Underg...