Provide exceptional service as a Client Experience Associate at TD Private Wealth Management in Victoria, British Columbia. Your role will play a crucial part in enhancing customer satisfaction and supporting Advisors.
In this role, you will specialize in administrative support, guiding clients through their wealth management journey. Duties include preparing documentation for meetings, creating insightful reports, and ensuring compliance with procedures. Your proactive approach will help elevate the overall client experience.
Key Responsibilities:
• Prepare and organize meeting documentation for Advisors
• Generate analysis reports for client accounts
• Mentor clients on wealth management products
• Process and track referrals efficiently
• Handle client inquiries through various communication forms
Requirements:
• Undergraduate degree or relevant diploma preferred
• Must be licensed as an Investment Representative (IR)
• 1–2 years of experience in ban...