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Client Service Associate at TD Bank - ApplyBlast

Client Service Associate

TD Bank

2 months ago

Calgary, Alberta, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Service Associate provides dedicated sales and service support to TD Wealth Financial Planners, handling progress reviews, client contacts, and business building activities. The role focuses on delivering a legendary client experience while contributing to net asset growth, revenue, and efficiency of the planners' book of business.

Responsibilities

Provide sales and service support to financial planners
Respond to client and planner inquiries with options and solutions
Assist in new account openings and transactional requests

Skills

Qualifications

Conduct and Practices Handbook (CPH) courseCanadian Securities Course (CSC)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).