Wealth Client Success & Operations Lead

TD; Canada; On-site; CAD 47,000 - 67,000; Full time

Job summary

A leading financial institution based in Canada is seeking a dedicated Service Advisor to enhance client relationships and support Financial Planners. This role requires strong communication skills and the ability to multitask in a fast-paced environment. Ideal candidates will have a customer service background, ability to learn new systems quickly, and be detail-oriented. Flexibility to work various shifts is a must. Join a supportive team environment to deliver exceptional client experiences.

Benefits

Competitive compensation

Growth opportunities

Skill development programs

Qualifications

• Proven ability to handle high-volume customer interactions.
• Experience in a customer service or banking environment.
• Flexibility to work evenings and weekends if needed.

Responsibilities

• Conduct outbound client contact without cold calling.
• Support Financial Planners with administrative tasks.
• Maintain client relationship management functions.
• Use Salesforce actively to improve customer experience.

Skills

Strong oral and written communication skills

Customer service orientation

Organizational skills

Multitasking ability

Attention to detail

Problem resolution

Quick learning of systems

Microsoft Office knowledge

Ownership mindset

Experience in call center

Canadian Securities Course

French language skills

Job description

A leading financial institution based in Canada is seeking a dedicated Service Advisor to enhance client relationships and support Financial Planners. This role requires strong communication skills and the ability to multitask in a fast-paced environment. Ideal candidates will have a customer service background, ability to learn new systems quickly, and be detail-oriented. Flexibility to work various shifts is a must. Join a supportive team environment to deliver exceptional client experiences.