FP Client Service Associate

Work Location: Toronto, Ontario, Canada
Hours: 37.5
Line of Business: TD Wealth
Pay Details: $52,700 - $74,400 CAD

Job Summary

The Client Service Associate (CSA) provides high-level dedicated sales and service support to TD Wealth Financial Planners by assisting with progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction and has a significant impact on net asset growth, revenue, LEI and efficiency of the Financial Planners’ book of business.

Responsibilities

• Respond to client and FP inquiries, providing options and solutions while following policies and processes on time.
• Conduct transactions and activities that require expert knowledge across a broad range of products, processes or systems and could be categorized as moderate to high risk.
• Assist in the timely and accurate completion of new account openings, account and cash transfers, iForms...