● 招聘公司: 加拿大TD银行 点击申请 ● 申请链接: https://sjobs.brassring.com/TGWebHost/jobdetails.aspx?jobid=2105071&partnerid=25404&siteid=5602&Codes=TD103 ● 招聘职位: 客户服务助理( Client Service Associate) ● 工作内容:
- Support IA(s) with book of business maintenance and development;
- Primary contact for maintenance of up to date client files and the processing of account documentation/instructions;
- Sales support by identifying sales opportunities/reciprocal referrals and assist IA(s) in preparation for client meetings;
- Participate fully as a member of the team and contribute to a positive work environment.
- 拥有本科或社区学院学历优先;
- 完成加拿大证券课程和行为和实践手册;
- 加拿大投资行业监管机构的许可;
- 拥有优秀的沟通技巧;
- 能够提供高水平的客户服务;
- 能够在快节奏和充满活力的环境中工作;
- 熟练使用公司软件和办公软件。
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