Investment Client Service Associate at TD
T
TD
📍 nanaimo, regional district of nanaimo, Canada
Job Description
Join TD Private Wealth Management as an Investment Client Service Associate, focusing on enhancing client satisfaction through dedicated administrative and communicative support. This role is centered on improving the client experience.
As a PIA Client Service Associate, you will facilitate the work of Investment Advisors by preparing necessary documentation and adhering to compliance standards. You will also identify opportunities for product referrals while ensuring meticulous management of inquiries. This position is well-suited for those with a strong background in client relations and administration.
Key Responsibilities:
• Prepare essential reports and documentation for client meetings
• Analyze client accounts to spot referral opportunities
• Process leads with accurate referral coding and administration
• Compile marketing materials while complying with regulations
• Respond to all client inquiries across various platforms
Requirements:
• Preference f...
As a PIA Client Service Associate, you will facilitate the work of Investment Advisors by preparing necessary documentation and adhering to compliance standards. You will also identify opportunities for product referrals while ensuring meticulous management of inquiries. This position is well-suited for those with a strong background in client relations and administration.
Key Responsibilities:
• Prepare essential reports and documentation for client meetings
• Analyze client accounts to spot referral opportunities
• Process leads with accurate referral coding and administration
• Compile marketing materials while complying with regulations
• Respond to all client inquiries across various platforms
Requirements:
• Preference f...