Elevate your career at TD Wealth in Toronto as a Client Service Specialist. Provide essential support to Investment Advisors and contribute to an outstanding client experience.
As a pivotal member of the TD Private Investment Advice team, you will deliver specialized administrative support that is essential for effective client interaction. Your role involves preparing documentation, analyzing client accounts, and engaging with clients to ensure their investment needs are met. Strong interpersonal skills are vital as you create lasting relationships in this frontline position.
Key Responsibilities:
• Prepare client meeting documentation and updates
• Analyze client accounts and create supporting reports
• Manage referral opportunities and lead codes
• Maintain marketing documents and client information packages
• Respond to inquiries with expertise and professionalism
Requirements:
• Undergraduate degree or community college diploma preferred
• CIRO licens...