Account Service Advisor

2 weeks ago


Edmonton, Canada TD Bank Full time
h3>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. p>

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. 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.

  • Service Advisor

    6 months ago


    Edmonton, Canada Speedy Auto Service Full time

    Speedy Auto Service is excited to welcome a new member to our team! We are a fast-paced, busy automotive repair facility that strives to bring a high level of service to our customers that creates a trusting relationship that lasts. Key Responsibilities - Welcome customers and provide excellent customer service throughout the duration of there visit -...

  • Service Advisor

    6 months ago


    Edmonton, Canada Bettcher's Auto Service Ltd Full time

    Marty Bettcher started his business 30 years ago with a passion to share his knowledge about cars. Marty's motto to "make it right" has grown us into a full service automotive shop with 5 bays and numerous team members, many of which are family. **Duties** - Greet customers and provide exceptional customer service throughout their visit - Listen to...

  • Service Advisor

    7 months ago


    Edmonton, Canada Fraserway RV Full time

    Looking for a great opportunity to work with the largest RV Dealer in the industry? Interested in developing or advancing your career? We are looking for a highly motivated, enthusiastic team player to join our **Edmonton, AB** Dealership as **Service Advisor**. This is a **Full-Time, Regular** position. Schedule will be Monday to Saturday 8:03am -...


  • Edmonton, Canada Edmonton RV Service Full time

    **WHO WE ARE**: A quality repair is the difference between fun and frustration. Edmonton RV has been dedicated to providing just that since 1976, we love and appreciate the RV lifestyle as much as our customers! **Employees have mentioned they like it at Edmonton RV because**: - We’re a family owned and operated business, and have been since we opened....

  • Service Advisor

    6 months ago


    Edmonton, Canada Koch Ford Lincoln Full time

    We are seeking a highly motivated and customer-oriented individual to join our team as a Service Advisor. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repair. Your role will involve providing exceptional customer service, assessing vehicle issues, and recommending necessary repairs or...

  • Service Advisor

    6 months ago


    Edmonton, Canada Koch Ford Lincoln Full time

    We are seeking a highly motivated and customer-oriented individual to join our team as a Service Advisor. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repair. Your role will involve providing exceptional customer service, assessing vehicle issues, and recommending necessary repairs or...

  • Service Advisor

    6 months ago


    Edmonton, Canada J & P Auto Ltd. Full time

    _**If you an energetic, experienced Service Advisor with exceptional customer service skills along with strong attention to detail experienced in a garage or dealership environment, we want to hear from you! Join our team now!**_ You are familiar with the automotive industry and interested in working in an environment where you are constantly on the move,...

  • Service Advisor

    2 months ago


    Edmonton, Canada J & P Auto Ltd. Full time

    _**If you an energetic, experienced Service Advisor with exceptional customer service skills along with strong attention to detail, we want to hear from you! Join our team now!**_ You are familiar with the automotive industry and interested in working in an environment where you are constantly on the move, completing various tasks, and helping others. The...

  • Service Advisor

    6 months ago


    Edmonton, Canada J & P Auto Ltd. Full time

    _**If you an energetic, experienced Service Advisor with exceptional customer service skills along with strong attention to detail experienced in a garage or dealership environment, we want to hear from you! Join our team now!**_ You are familiar with the automotive industry and interested in working in an environment where you are constantly on the move,...


  • Edmonton, Canada Lloyd Sadd Full time

    Lloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who...

  • Service Advisor

    3 months ago


    Edmonton, Canada Calmont Group Full time

    We are the best at what we do so what are you waiting for? The Calmont Group is growing and we would love for you to come and grow with us! For nearly 50 years, Calmont Group, a growing Canadian-based company with branches in Alberta, Saskatchewan, Manitoba, and Ontario. We are dedicated to delivering best-in-class transportation solutions to meet the...

  • Service Advisor

    6 months ago


    Edmonton, Canada Trimac Transportation, Ltd (ND) Full time

    **Service Advisor (North America)** **Bilingual in French and English preferred** **WHY TRIMAC?** **THE ROLE** The Service Advisor will be a member of a team accountable for the ongoing delivery of services to the Truck Line group by dealing with all preventative issues that arise for our equipment. **RESPONSIBILITIES** - Being the face of National Tank...


  • Edmonton, Canada City of Edmonton Full time

    **Legislative Services Advisor** Up to 7 months **Job Number***: **47421** The Office of the City Clerk is the primary contact regarding City Council business and municipal governance. It manages Council and Committee meetings, quasi-judicial boards, municipal elections and census, and appointments to civic agencies. It also manages corporate information...

  • Service Advisor

    2 months ago


    Edmonton, Canada Go RV Edmonton Full time

    You’ve got the skills, we’ve got the tech. It’s a match made in Service Advisor heaven. Let’s make it official. **What it takes**: - You can listen to the customer’s concerns and help untangle the foreign world that lives in their RV’s and make proper recommendations for additional services - You are the MVP of time management - You know RV’s...

  • Service Advisor

    6 months ago


    Edmonton, Canada Go RV Edmonton Full time

    You’ve got the skills, we’ve got the tech. It’s a match made in Service Advisor heaven. Let’s make it official. **What it takes**: - You can listen to the customer’s concerns and help untangle the foreign world that lives in their RV’s and make proper recommendations for additional services - You are the MVP of time management - You know RV’s...

  • Service Advisor

    6 months ago


    Edmonton, Canada Western Truck & Trailer OK Tire Full time

    Western Truck & Trailer/OK Tire is looking to hire a quick learning Service Advisor. Responsibilities include but not limited to: - Sharing product knowledge and technical expertise with our customers to build existing and new business - Handle customer inquiries and transactions - Scheduling and documenting customer repairs and services - Willing to...

  • Service Advisor

    6 months ago


    Edmonton, Canada Southtown Hyundai Full time

    Job Overview: We are seeking a highly motivated and customer-oriented Service Advisor to join our team. As a Service Advisor, you will be the primary point of contact for customers bringing their vehicles in for service or repairs. Your role will involve providing exceptional customer service, coordinating with mechanics, and ensuring a smooth and efficient...


  • Edmonton, Canada Finning Canada Full time

    Company: Finning Canada Number of Openings: 1 Worker Type: Permanent Position Overview: Reporting to the Shared Services Supervisor, the Shared Services Advisor is responsible for coordinating the Maintenance Work Order administrative process including document control, internal communications, Service Excellence governance and other work order...


  • Edmonton, Canada Gordon Food Service Full time

    Welcome to Gordon Food Service! We are excited that you are thinking about opportunities with us, and we have an amazing story to share. Here's a quick glance of who we are and the impact you could have on the food service industry. There's a seat at our table for you... A member of the Regional Multi Unit Sales team, develops and serves Regional Multi Unit...


  • Edmonton, Canada ATB Financial Full time

    **Our bottom line is different.** There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset...