PIA Client Service Associate
TD Bank Group(25 days ago)
About this role
A Client Service Associate at TD Wealth supports Investment Advisors by providing administrative assistance, preparing client documentation, and ensuring compliance with policies. The role involves engaging with clients and team members to deliver high-quality service and contribute to the wealth management process.
Required Skills
- Customer Service
- Administration
- Client Relations
- Documentation
- Compliance
- Financial Products
- Communication
- Teamwork
- Time Management
- Reporting
About TD Bank Group
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