Client Service Associate

5 months ago

Victoria, Canada TD Bank Full time

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

**Hours**:
37.5

**Line of Business**:
TD Wealth

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

**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.

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 our colleagues need to thrive both at work and at ho

  • Pia Client Service Associate

    5 days ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, 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,...

  • Client Associate

    3 months ago

    Victoria, 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...

  • Warehouse Stocking Associate

    2 weeks ago

    Victoria, British Columbia, Canada Canadian Tire Associate Store # 0365 Full time

    About the RoleCanadian Tire is seeking a detail-oriented and physically capable Warehouse Stocking Associate to join our team at Store #0365. As a key member of our store team, you will be responsible for receiving and stocking merchandise, maintaining a clean and organized warehouse environment, and providing exceptional customer service.Job...

  • Clk 9r

    1 month ago

    Victoria, Canada BC Public Service Full time

    Posting Title- CLK 9R - Client Service Agent- Position Classification- Clerk R9- Union- GEU- Work Options- Hybrid- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $50,190.86 - $56,546.21 annually- Close Date- 11/1/2024- Job Type- Regular Full Time- Temporary End Date- 5/31/2025- Ministry/Organization- BC Public Service -> Public Safety & Sol...

  • Client Solutions Associate

    2 months ago

    Victoria, Canada Gallagher Full time

    Overview As the Client Solutions Associate, you will be providing administrative support to a Client Services Team. Together you deliver tailored Insurance solutions, ensuring our clients are thoroughly protected against the effects of damage to commercial property and assets, loss of income due to unforeseen incidents or even damages to third parties. This...

  • Pia Client Service Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, 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...

  • Client Solutions Associate

    2 months ago

    Victoria, Canada Gallagher Full time

    **Introduction**: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll...

  • Co-op Level 1

    3 months ago

    Victoria, Canada BC Public Service Full time

    Posting Title- CO-OP Level 1 - Audit Associate Co-op- Position Classification- Coop Education Train Prgm Lv1- Union- N/A- Work Options- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $48,883.26 annually, $1,873.69 bi-weekly- Close Date- 9/27/2024- Job Type- Temporary (Co-op)- Temporary End Date- 6/27/2025- Ministry/Organization- BC Public...

  • Client Service Manager

    5 months ago

    Victoria, Canada Canadian Red Cross Full time

    **Title**:Client Service Manager **Employee Working Location**: Office/In-person (Offices: Victoria, Burnaby, Kelowna or Prince George, BC) **Employment status**: Permanent, full-time **Salary band**: $58,126 - $72,657/year The Canadian Red Cross (CRC) - one of the most inspirational not-for-profit organizations on this planet and an awardee on the...

  • Pic Client Relationship Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $59,500 - $84,000 CAD **Job Posting** The Client Relationship Associate (CRA) provides Business and Relationship Management as well as planning support to one or more Portfolio Managers (PM). The CRA will better enable PMs to deliver on...

  • Client Services Coordinator

    3 months ago

    Victoria, Canada Leede Financial Inc. Full time

    **Executive Assistant/Client Service Coordinator** Stephen Whipp Financial is a small associate wealth management services office of Leede Financial Inc. currently located in downtown Victoria. Stephen Whipp Financial specializes in ethical/responsible investing. The Executive Assistant/Client Servicing Coordinator (referred to as the Executive Assistant in...

  • Team Lead, Client Services

    6 months ago

    Victoria, Canada Sephora Full time

    **Job ID**: 232003 **Store Name/Number**: BC-Victoria (0546) **Address**: 3147 Douglas Street, Victoria, BC V8Z 6E3, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Team Lead, Client Services, you will be supporting all departments on the sales floor within a specific Sephora location....

  • Team Lead, Client Services

    3 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    4 weeks ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    3 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    2 months ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Team Lead, Client Services

    4 weeks ago

    Victoria, Canada Sephora Full time

    ​*You’ll love working here…*As Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Colour, Skincare, Sephora Collection or Fragrance or a combination of these. You will be responsible for ensuring that all members of the team execute Sephora’s selling...

  • Junior Accounting and HR Associate

    6 months ago

    Victoria, Canada Robbins Parking Service Ltd. Full time

    Robbins Parking Service is excited to be recruiting for a full time position as a Junior Accounting and HR Associate at our Head Office in Downtown Victoria. Robbins Parking Service is a Vancouver Island based company which was established in 1958 and has grown to become the Islands leading parking solutions provider. As a company we have experienced a lot...

  • Guest Services Associate

    6 months ago

    Victoria, Canada Royal Roads University Full time

    Reporting to the Manager, Client Services, the Welcome Desk Associate plays an integral role in support of the student, staff and visitor experience at Royal Roads University. Working as part of a team, you will oversee the University’s Welcome Desk, switchboard, Client Services administration and support on-campus accommodation services for students,...

  • Pic Private Client Service Associate

    5 months ago

    Victoria, Canada TD Bank Full time

    **Work Location**: Victoria, British Columbia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: 51,400 - 72,600 CAD This role is responsible for providing consistent and accurate administrative, analytical and client service support to one or more Portfolio Manager(s). **CUSTOMER** - Prepare all documentation and provide updates...