PIA Client Service Associate
1 week ago
Work Location: Markham, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission-based earnings) Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. Job Overview PIA Client Service Associate – provides dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience. Responsibilities 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 Become familiar with 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 Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with Canadian Investment Regulatory Organization (CIRO) within 6 months Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently #J-18808-Ljbffr
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PIA Client Service Associate
2 weeks ago
Markham, Canada TD Full timePIA Client Service Associate Work Location: Markham, Ontario, Canada Hours: 37.5 Line Of Business: TD Wealth Pay Details: $38,300 - $51,700 CAD (eligible for commission based earnings) Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized...
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Markham, Canada TD Securities Full timeA leading financial services firm in Markham is seeking a PIA Client Service Associate to provide specialized administrative support to Investment Advisors. The ideal candidate will have a background in client service and strong communication skills. Responsibilities include preparing documentation, creating client reports, and delivering top-notch service....
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Client Service Associate
2 weeks ago
Markham, Canada Brown & Brown, Inc. Full timeClient Service Associate page is loaded## Client Service Associatelocations: Markham, ON, CANtime type: Full timeposted on: Posted Todayjob requisition id: R25/_0000003516Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Brown & Brown** is seeking a...
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Client Service Associate
2 weeks ago
Markham, Canada Brown & Brown, Inc. Full timeClient Service Associate page is loaded## Client Service Associatelocations: Markham, ON, CANtime type: Full timeposted on: Posted Todayjob requisition id: R25\_0000003516Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Brown & Brown** is seeking a...
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Client Service Associate
2 weeks ago
Markham, Canada Brown & Brown Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Commercial Lines Customer Service Associate to join our growing team in Markham, Ontario! The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned...
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Client Service Associate
5 days ago
Markham, Canada Brown & Brown Insurance Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is seeking a Commercial Lines Customer Service Associate to join our growing team in Markham, Ontario! The Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned...
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Client Service Associate
1 week ago
Markham, Ontario, Canada Brown & Brown Full time $60,000 - $80,000 per yearBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brownis seeking aCommercial Lines Customer Service Associateto join our growing team inMarkham, OntarioThe Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned book of...
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Client Service Associate
1 week ago
Markham, Ontario, Canada Brown & Brown Insurance Full time $60,000 - $80,000 per yearBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.Brown & Brown is seeking a Commercial Lines Customer Service Associate to join our growing team in Markham, OntarioThe Commercial Lines Customer Service Associate is responsible for retaining and servicing an assigned...
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Client Service Associate
1 week ago
Markham, Ontario, Canada MD Financial Management | Gestion financière MD Full time $50,000 - $70,000 per yearRequisition ID: 242916Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business...
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Client Service Associate
4 days ago
Markham, Canada Brown & Brown Insurance Full timeBuilt on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Canada has an exciting opportunity available for a Client Service Associate supporting our Personal Lines Team in Markham! WHAT YOU’LL DO: - Responsible for the day-to-day account management of an...
