Overview
Client Service Associate at TD Wealth Jobs in Toronto, Canada at The Toronto-Dominion Bank (Canada)
Elevate client interactions as a Client Service Associate at TD Wealth in Toronto, Ontario. This role focuses on delivering exceptional service and support to financial planners, building strong client relationships.
As a Client Service Associate, you will play a vital role in assisting TD Wealth Financial Planners, responding to inquiries, and identifying revenue opportunities. With a focus on sales support and client service excellence, you will manage account openings and transfers, while also solving complex problems by analyzing data. Your proactive approach will contribute to a legendary client experience.
Key Responsibilities:
• Respond to inquiries with timely options and solutions
• Conduct moderate to high-risk transactions expertly
• Assist with new account openings and cash transfers
• Identify growth opportunities for Financial Planners
• Build positive client experiences and improve service
Requirements:
• Minimum 2 years of industry experience
• University/college diploma preferred
• CPH and CSC completion strong asset
• Advanced knowledge of regulations and operations
• Strong communication and teamwork skills
Join TD Wealth’s dedicated team in creating exceptional client experiences and supporting financial growth.
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Title: Client Service Associate at TD Wealth
Company: The Toronto-Dominion Bank (Canada)
Location: Toronto, Canada
Category: