Client Service Associate

6 months ago

Abbotsford, Canada TD Bank Full time

**Work Location**:
Abbotsford, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
$38,300 - $51,700 CAD

This role is eligible for commission based earnings.

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.

Job Description:
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

**Who We Are**:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing - and so will you.

**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 o

  • Warehouse Associate

    6 months ago

    Abbotsford, Canada ABBY SPRING SERVICE Full time

    We are seeking a reliable and hardworking Warehouse Associate to join our team. As a Warehouse Associate, you will be responsible for various duties including order picking, heavy lifting, operating fork lift, and utilizing warehouse management systems. If you have mechanical knowledge and enjoy working in a fast-paced environment, we encourage you to...

  • Service Parts Associate

    2 months ago

    Abbotsford, Canada Magnum Trailer and Equipment Full time

    **Parts Associate**: We are looking for a Parts Associate/Service writer to join our growing team. You will be working with a team of amazing people servicing the Transportation Industry. Come kick-start your career with us today! **Things you will do**: - Provide top-notch, high quality customer service to all Magnum customers (internal and external) -...

  • Client Services Specialist

    4 months ago

    Abbotsford, Canada Archway Community Services Full time

    **JOB POSTING 2024-30-09** - INTERNAL/EXTERNAL - Food Bank - Client Service Specialist - Wage: $22.00 per hour - Part Time, 20 hours per week, Monday to Friday (4 positions available) - Permanent - Location: Abbotsford ** Helping Clients who use the Food Bank Services** **Join the team at Archway** **Come Help Us Help People** **Location: Abbotsford** **On...

  • Client Service Specialist

    4 months ago

    Abbotsford, Canada Archway Community Services Full time

    **JOB POSTING #2024-30-09** **INTERNAL/EXTERNAL** **Food Bank** **Client Service Specialist** **Wage: $22.00 per hour** **Part Time: 20 hours per week, Monday to Friday (4 positions available)** **Permanent** **Helping Clients who use the Food Bank Services** **Join the team at Archway** **Come Help Us Help People** **Location: Abbotsford** **On...

  • Manager, Client Services

    6 months ago

    Abbotsford, Canada Sephora Full time

    **Job ID**: 234397 **Store Name/Number**: BC-Highstreet (0848) **Address**: 3122 Mt Lehman Road, Abbotsford, BC V2T 0C5, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Client Services, you will be responsible for managing all services, classes and events in a specific Sephora store...

  • Client Service Representative

    6 months ago

    Abbotsford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Associate

    6 months ago

    Abbotsford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Associate

    7 months ago

    Abbotsford, Canada Savers Full time

    Description Position at Value Village Job Title: Customer Service Associate Pay:16.75$-17.50$ Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second...

  • Customer Service Associate

    2 weeks ago

    Abbotsford, Canada Leidos Full time

    DescriptionJob Title: Customer Service AssociatePay: 17.40-18.34$/hrWho We AreAs one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...

  • Customer Service Associate

    3 months ago

    Abbotsford, Canada Savers Value Village Full time

    Description Job Title: Customer Service AssociatePay: 17.40-18.34$/hrWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with...

  • Clinic Experience Associate

    3 months ago

    Abbotsford, Canada CBI Health Full time

    **Clinic Experience Associate - Abbotsford, BC** **About Rehabilitation Services** CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabilitation services through our community-based healthcare team consisting of Physiotherapists, Kinesiologists, Occupational...

  • Associate Lead

    1 week ago

    Abbotsford, Canada Scotiabank Full time

    Title: Associate Team Lead, Small Business - Fraser Valley & Tri-Cities DistrictRequisition ID: 208307About the role: The Associate Team Lead, Small Business, is responsible for supporting the Team Lead, Small Business (SB) with the Small Business market strategy by leading, overseeing, and providing strategic direction to the Canadian Small Business Banking...

  • Client Services Manager

    6 months ago

    Abbotsford, Canada TRIPLE EIGHT TRANSPORT Full time

    **Triple Eight Transport **is an asset based carrier company with terminals in Abbotsford BC, Calgary AB, and Acheson AB. We provide full-truckload transportation services to and from all major cities in Western Canada and the United States! In this role you will report to the General Manager and be responsible for **leading Client Services and Account...

  • Lg Cnsl 3

    3 months ago

    Abbotsford, Canada BC Public Service Full time

    Posting Title- LG CNSL 3 - Legal Counsel- Position Classification- Legal Counsel Level 3- Union- CC- Work Options- Remote- Location- Abbotsford, BC V2S 1H4 CA Campbell River, BC V9W 6Y7 CA Cranbrook, BC V1C 7G5 CA Fort Nelson, BC V0C 1R0 CA Hope, BC V0X 1L0 CA Kamloops, BC V2H 1B7 CA Kelowna, BC V1Z 2S9 CA Multiple Locations, BC CA (Primary) Nanaimo, BC V9T...

  • Customer Service Associate

    2 months ago

    Abbotsford, British Columbia, Canada beBee Professionals Full time $35,000 - $55,000

    At beBee Professionals, we are looking for a Customer Service Associate to join our team in Abbotsford. In this role, you will be responsible for assisting customers, providing product information, and processing transactions.Responsibilities:Provide exceptional customer service and assist customers with their purchases.Maintain knowledge of products and...

  • Client Services Program Lead

    4 months ago

    Abbotsford, Canada Archway Community Services Full time

    **JOB POSTING 2024-30-10** - INTERNAL/EXTERNAL - Food Bank - Client Service Program Lead - Wage: $24.00 to $25.00 per hour - Full Time, 35 hours per week, Monday to Friday - Permanent - Location: Abbotsford ** Oversee the Day-to-Day Operations of Food Distribution for Clients** **Join the team at Archway** **Come Help Us Help People** **Location:...

  • Client Care Representative

    7 months ago

    Abbotsford, Canada 019986 Hub International Canada West ULC (Canada West) Full time

    Hi, we’re HUB! We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world...

  • Client Services Program Lead

    4 months ago

    Abbotsford, Canada Archway Community Services Full time

    **JOB POSTING #2024-30-10** **INTERNAL/EXTERNAL** **Food Bank** **Client Services Program Lead** **Wage: $24.00 to $25.00 per hour** **Full Time: 35 hours per week, Monday to Friday** **Permanent** **Oversee the Day-to-Day Operations of Food Distribution for Clients** **Join the team at Archway** **Come Help Us Help People** **Location: Abbotsford** **On...

  • Interim Client Services Manager

    6 months ago

    Abbotsford, Canada Sephora Full time

    At Sephora Canada, we’re passionate about finding and sharing beauty in the world. Our constant innovation, our ability to see and lead trends, and our focus on providing an outstanding customer experience make us the most-loved beauty community and top of mind for every Canadian. We find beauty in our communities, in our differences, our experiences, and...

  • Client Service Representative

    6 months ago

    Abbotsford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...