Pic Private Client Service Associate

2 months ago

Calgary, Canada TD Bank Full time

**Work Location**:
Calgary, Alberta, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$51,400 - $72,600 CAD

**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. **Private Investment Counsel **provides the highest level of interaction and personalized service with high net worth and ultra-high-net-worth clients. This best-in-class attention and focus extends to client families, estates and trusts as well as charitable and business organizations and our highly valued Indigenous client communities. Join the team to gain a phenomenal place to work and richly rewarding career in TD Wealth.

Do you excel at customer service, organization and administration? We're looking for a dynamic administrative professional who is committed to serve clients, colleagues and cross-team partners. **PIC Private Client Service Associate **provides consistent and accurate administrative, analytical and client service support to ensure a legendary customer experience.

In this role, you will:

- 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

**Job Requirements**:

- Undergraduate degree or community college diploma preferred
- 2 years of relevant work experience
- Completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset
- Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

**Note**:This Short Term Assignment will be a minimum of twelve (12) months in length (may be extended for a few months thereafter)

**Who We Are**:
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

**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. Learn more

**Additional Information**:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

**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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we’re committed to helping you identify opportunities that support your goals.

**Training & Onboarding**
We will provide training

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