Advance your career as a Bilingual Client Service Specialist at TD, focusing on financial planning. Provide remarkable service and cultivate strong client relationships in a thriving environment.
This position requires a university or college diploma along with minimum two years of relevant experience. In this role, you will handle inquiries, facilitate account openings, and assist clients with transactions, while ensuring compliance with policies. You will play a pivotal role in identifying growth opportunities and enhancing client experiences.
Key Responsibilities:
• Provide timely solutions to client inquiries
• Assist with opening new accounts and cash transfers
• Support planners with various transactional needs
• Identify opportunities for asset growth
• Analyze and address complex client issues
Requirements:
• Minimum of 2 years industry experience
• Must be bilingual in English and French
• Preferred completion of the Canadian Investment Regulat...