Wealth Client Services Specialist

TD

London

On-site

CAD 43,000 - 57,000

Full time

9 days ago

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Job summary

TD Private Wealth Management in London, Ontario seeks a PI A Client Service Associate to provide dedicated administrative support to Investment Advisors. You may also correspond with clients and branch staff, contributing to a high-quality client experience in a wealth management setting.

Requirements include an undergraduate degree or diploma, CIRO Investment Representative licensing, and 1–2 years in banking or administrative roles.

Qualifications

Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently.
Knowledge of wealth management and/or operations is an asset.
Knowledge of investment products is an asset.

Responsibilities

Prepare documentation and updates for Investment Advisors ahead of client meetings.
Create reports analyzing client accounts and mentor clients on products; identify referral opportunities.
Accept/create leads and ensure correct referral coding.
Submit marketing pieces for approval and manage client information packages.
Adhere to compliance and maintain account documentation and marketing materials.
Provide high level client service across phone, mail and electronic inquiries.
Deliver the 'gold standard' client experience with the team and clients; exercise discretion in work.
Participate in risk management and keep the team informed of status and progress.