PIC Private Client Service Associate
2 weeks ago
Job Title: PIC Private Client Service Associate
Location: Montréal, Québec, Canada
Hours: 37.5
Line of Business: TD Wealth
Job Summary:
TD Private Wealth Management is seeking a dynamic administrative professional to join our team as a PIC Private Client Service Associate. In this role, you will provide consistent and accurate administrative, analytical, and client service support to ensure a legendary customer experience.
Key Responsibilities:
- Assist Portfolio Manager(s) in preparing for client meetings by arranging required documentation
- Craft reports for analysis of client accounts
- Accept/create leads and ensure administrative documentation and lead coding
- Provide a high level of organization for your designated branch by excelling at administration
- Prioritize and handle your own workload to meet service level agreements requirements for service and productivity
- Ensure all necessary due diligence to support the accuracy and compliance of all customer transactions and activities and raise issues where appropriate
- Be knowledgeable of, adhere to and complete required practices and procedures in a timely manner
- Maintain a culture of risk management and control, supported by effective processes
- Participate fully as a member of the team, suggest improvements and support a positive work environment that promotes service to clients, colleagues, partners, the business and Bank
Requirements:
- Two (2) or more years of experience
- Mutual Fund licensed
- Canadian Securities Course (CSC) Preferred (Required to complete within 1 year of role)
- Strong communication skills
- Basic knowledge of the business supported
About TD:
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 deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.
Our Total Rewards Package:
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
Colleague Development:
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
Training & Onboarding:
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Accommodation:
Your accessibility is important to us. Please let us know if you'd like accommodations to help us remove barriers so that you can participate throughout the interview process.
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