[Hiring] Centralized Client Service Associate @TD

Role Description

As a PIA Centralized Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials and "Marketing Express" mail-outs.
• Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials.
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage.
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
• Adhere to all policies and procedures and maintain a culture and operation of risk management.
• Use insights to continually improve individual and team performance for clients.
• Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).
• Bilingual French/English is an asset.

Benefits

• Base salary and variable compensation.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off.
• Banking benefits and discounts.
• Career development opportunities.
• Reward and recognition programs.

Company Description

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.

• More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships.
• TD is deeply committed to being a leader in client experience.
• We believe that all colleagues, no matter where they work, are client facing.