Pic Private Client Service Associate

1 month ago


Burlington, Canada TD Bank Full time

**TD Description**

Stay current and competitive. Carve out a career for yourself. Grow with us.

**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**
- Two (2) or more years of experience
- Mutual Fund licensed
- Canadian Securities Course (CSC) or one year to complete CSC
- Strong communication skills
- Basic knowledge of the business supported

**Inclusiveness**

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Job Family**
- Private Investment Council

**Job Category - Primary**
- Wealth Management

**Job Category(s)**
- Wealth Management

**Hours**
- 37.5

**Business Line**
- TD Wealth

**Time Type**
- Full Time

**Employment Type**
- Regular

**Country**
- Canada

**Province/State (Primary)**
- Ontario

**City (Primary)**
- Burlington

**Work Location**
- 5515 North Service Road

**Job Expires**
- 13-Feb-2023


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