Ia Client Service Associate

6 months ago

Vancouver, Canada TD Bank Full time

**Work Location**:
West Vancouver, British Columbia, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

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

This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.

**CUSTOMER**
- Prepare documentation and provide updates to IA(s) in preparation for client meetings
- Create reports for analysis of client accounts
- Accept/create leads & ensure correct referral coding on TD Leads
- Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages
- Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials
- Deliver a legendary (gold standard) client experience
- Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
- Provide market quotes and track Dividends, RSPs, RIFs

**SHAREHOLDER**
- Prioritize and manage own workload to meet SLA requirements for service and productivity
- Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
- Protect the interests of the bank - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
- Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
- Adhere to internal policies/procedures and applicable regulatory guidelines
- Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
- Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
- Monitor service, productivity and assess efficiency levels within own function
- Implement continuous process / performance improvements where opportunities exists

**EMPLOYEE / TEAM**
- Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
- Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
- Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
- Participate in personal performance management and development activities, including cross training within own team
- Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities;
- Contribute to a fair, positive and equitable environment that supports a diverse workforce
- Act as a brand champion for your business area/function and the bank, both internally and/or externally

**BREADTH & DEPTH**:

- First level service professional requiring detailed knowledge of own direct products / services and key competitors
- Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
- Basic understanding of the business developed through education, training and / or experience
- Develops foundational understanding of competitors, target industries and customer segments
- Uses established methods and scripts to understand customer needs
- Performs activities for customer retention and acquisition under direct guidance
- Reports to the Manager of Client Service

**EXPERIENCE AND / OR EDUCATION**
- 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

  • Ia Client Service Associate

    6 months ago

    Vancouver, Canada TD Bank Full time

    **Work Location**: Vancouver, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: 38,300 - 51,700 CAD This role is responsible for providing quality, efficient and specialized administrative support on multiple and diverse assignments. This position will provide dedicated support to an Investment Advisor (IA) or team...

  • Client Service Administrator

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Sector: Special Markets; Working Environment: In office, Mon-Fri; Location: Vancouver; Contract position_ **Role description**: **Their key responsibilities and performance requirements are**: Support customer service team members with administrative processes and requests. Communicate with plan administrators or plan members as required. Operational...

  • Client Service Specialist

    3 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Sector: Special Markets / Location: Vancouver / Status: Permanent, full-time _ You are passionate about client service in the insurance field and are looking to take on a new challenge. You are recognized for your sense of responsibility and communication skills and are excited to provide excellent client service within a small Contact Centre team. You...

  • Sales Associate

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Life Insurance/Sales/_Vancouver/Work from Home/Hybrid/_ _Travel would be required as part of the role_ Are you a passionate sales and marketing professional who is looking to take the next step in their career? If so we have a great opportunity to join our close knit team as a Sales Associate. The Sales Associate will contribute to increased sales revenues...

  • Transaction / Client Service Technician

    5 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    You are detail oriented, enjoy administrative roles and are looking for a challenging career in the life insurance field? This opportunity may interest you. Under the supervision of the team leader, tasks and responsibilities include: - Sorting and distribution of Paper mail and policy output. - Indexing of incoming client/ agent requests on Workflow...

  • Ia Client Service Associate mandarin Language

    6 months ago

    Vancouver, Canada TD Bank Full time

    **Work Location**: Vancouver, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: 38,300 - 51,700 CAD This role is responsible for providing quality, efficient and specialized administrative support on multiple and diverse assignments. This position will provide dedicated support to an Investment Advisor (IA) or team...

  • Client Service Coordinator-analyst 1

    5 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **Their key responsibilities & performance requirements will include some or all of the following tasks**: - Sorting and scanning incoming mail for distribution to various team members for handling - Printing completed correspondence from the Document Generation system for clients - Preparing client documents for mailing with appropriate summary forms or...

  • Sales Associate

    3 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Are you a passionate Marketing professional who is looking to take the next step in their career? If so we have a great opportunity to join our close knit team as a Marketing Associate. The Marketing Associate will contribute to increased sales revenues for life and investment products by performing the following sales development activities: - Help build...

  • Client Service Administrator

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Sector: Special Markets; Working Environment: In office, Mon-Fri; Location: Vancouver; Contract position 18 months; Hybrid_ **Role description**: **Their key responsibilities and performance requirements are**: Support customer service team members with administrative processes and requests. Communicate with plan administrators or plan members as...

  • Client Service Associate

    2 weeks ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. - Books meetings with new prospects and prepares introductory package for the...

  • Client Service Associate

    3 days ago

    Vancouver, Canada BMO Financial Group Full time

    885 West Georgia Street Vancouver British Columbia,V6C 3E8 Job posting is for Investment Representative, however, we will also be open to hiring Registered Representative Licensed Indivduals. Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to...

  • Client Services Associate

    4 weeks ago

    Vancouver, Canada Peeple Inc Full time

    Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio Manager, the...

  • Client Services Associate

    4 weeks ago

    Vancouver, Canada Peeple Inc Full time

    Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.  They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio...

  • Sales and Service Administrator

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **_Sales and Service_**_/ Administration/ 6 month contract / Temporary/ British Columbia/Alberta/Telework or Hybrid_**_ _**: **Sales and Service Administrator**: ***: **What You Would Be doing**: - ** Issue new policies, renew and process policy changes.**: - ** Compose and prepare quote documentation for clients**: - ** Review policy experience and...

  • Consultant, Dealer Services

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    **Sector**: Dealer Services **Location**: Vancouver - Lower Mainland **Type of Work**: Hybrid/Work From Home** Travel**:Travel to different dealerships within your territory would be required **Status**: Permanent This role provides strategic consulting services and sales development strategies for improving business office performance to dealerships within...

  • Client Services Associate

    3 weeks ago

    Vancouver, Canada Peeple Inc Full time

    Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.  They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio...

  • Customer Service Representative

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Call center / Permanent, Full-time / Remote / Vancouver Are you passionate about customer service and want to develop within a dynamic company? Are you customer-focused? Join our Individual Insurance Customer and Partner Services team! We have an opening for a non sales, non-solicitation Customer Service Representative! **More specifically, your...

  • Dealer Services Sales Consultant

    3 weeks ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    You will provide strategic consulting services and sales development strategies to improve the performance of dealer business offices in a given region while promoting insurance products and programs. You will work closely with Dealership Managers, General Managers, General Sales Managers and Finance Managers. You will develop strong relationships with your...

  • Dealer Relations Specialist

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Are you someone that is passionate about providing exceptional customer service? Are you someone who is tech savvy? We are looking to hire a Dealer Relations Specialist to join our team who will be responsible for providing immediate & efficient operational support and services to Dealer Services division clients. You will diagnose front end problems that...

  • Administration Analyst 2

    6 months ago

    Vancouver, Canada iA Groupe financier iA Financial Group Full time

    Full time, Permanent / hybrid / Vancouver /Bilingual _ The role requires Analyst 2 to be in the office 2-3 days a week and be available to come in 5 days a week if required. **Their key responsibilities & performance requirements are**: - Support customer service team members with administrative processes and requests. - Communicate with plan...