PIA Client Service Associate

3 weeks ago

Edmonton, Alberta, Canada TD Bank Full time
Associé, Service à la clientèle, CPP

Lieu de travail: Canada

Horaire: 37.5

Secteur d'activité: Gestion de patrimoine TD

Détails de la rémunération: Nous avons à cœur d'offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

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.

TD Private Investment Advice offers clients the chance to create one-on-one relationship with a dedicated and professional Investment Advisor, while maintaining active participation in decisions regarding their investment portfolio. It's a very special and supportive place to begin – and grow – a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide 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.

In addition, you will:

  • 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

Job Requirements

  • 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 the Canadian Investment Regulatory Organization (CIRO) within 6 months.
  • Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d'entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu'elle sert et des économies qu'elle appuie. Nous sommes guidés par notre vision d'être une meilleure banque et par notre objectif d'enrichir la vie de nos clients, de nos collectivités et de nos collègues.

La TD est une entreprise profondément engagée à être une leader en matière d'expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d'activité, est en contact avec la clientèle. En parallèle de l'évolution de nos activités et de notre stratégie, nous innovons afin d'améliorer l'expérience client et de créer des capacités pour façonner l'avenir des services bancaires. Que vous ayez plusieurs années d'expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d'emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

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