Overview
Client Service Associate Wealth Jobs in Belleville, Canada at TD
Position: Client Service Associate at TD Wealth
Excel in client relations at TD Wealth as a Client Service Associate in Belleville, Ontario. Focus on delivering exceptional service and administrative support for a rewarding career.
In this frontline role at TD Private Wealth Management, you will support Investment Advisors with key administrative tasks. The position blends client communication, documentation preparation, and mentorship on investment products. Candidates who thrive in detail-oriented environments and enjoy building relationships will find this role rewarding.
Key Responsibilities:
• Prepare documentation for client meetings with Investment Advisors
• Create reports for account analysis and client communication
• Manage marketing materials and client informational packages
• Provide high-level service responding to inquiries via phone and email
• Adhere to compliance requirements for account documentation
Requirements:
• Undergraduate degree or community college diploma preferred
• Must be licensed as an Investment Representative (IR)
• 1–2 years of experience in banking or administrative roles
• Strong communication and relationship-building skills
• Knowledge of wealth management and investment products is advantageous
Deliver exceptional client experiences while supporting team objectives at TD Wealth in Belleville.
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Title: Client Service Associate Wealth
Company: TD
Location: Belleville, Canada
Category: