Client Service Associate

2 days ago

Montreal, Quebec, Canada TD Bank Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring seamless client experiences and exceptional service delivery.

Key Responsibilities
  • Prepare and update documentation for client meetings, ensuring accuracy and attention to detail.
  • Create reports for analysis of client accounts, identifying opportunities for growth and improvement.
  • Communicate with clients to provide mentorship on products and services, and identify referral opportunities.
  • Accept and create leads, ensuring correct referral coding administration.
  • Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.
  • Familiarize and adhere to compliance requirements, including new and existing account documentation and marketing materials.
  • Provide exceptional client service, responding to phone, mail, and electronic inquiries based on knowledge of full-service brokerage.
  • Deliver the 'gold standard' client experience at every interaction, prioritizing and handling own work with discretion.
  • Adhere to all policies and procedures, maintaining a culture and operation of risk management.
  • Use insights to continually improve individual and team performance for clients.
  • Participate fully as a team member, improving knowledge and keeping others informed and up to date about status and progress, issues, or other related activities.
Requirements
  • Undergraduate degree or community college diploma preferred.
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook.
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative.
  • Strong communication skills, with ability to build relationships and work collaboratively, confidentially, and independently.
About TD Bank

TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We're a team of over 95,000 colleagues, working together to enrich the lives of our customers, communities, and each other. We're guided by our vision to Be the Better Bank and our purpose to make a positive impact on the world.

We're committed to providing a Total Rewards package that reflects our investments in our colleagues' financial, physical, and mental well-being. This includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

We're an equal opportunities employer, committed to diversity and inclusion. We welcome applications from candidates who share our values and are passionate about delivering exceptional customer experiences.

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