Pia Client Service Associate

5 months ago

London, Canada TD Bank Full time

**PIA Client Service Associate**:

- 430708BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- City Centre Tower B - 380 Wellington Street

**Employment Type**
- Regular

**City**
- London

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**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.

**Job Details**

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
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
- Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative
- Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

**Company Overview**

**Our Values**
At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.**Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition pro

  • Pia Client Service Associate

    5 months ago

    London, Canada TD Bank Full time

    **PIA Client Service Associate**: - 415504BR **Job Category - Primary** - Wealth Management **Work Location** - City Centre Tower B - 380 Wellington Street **Employment Type** - Regular **City** - London **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** TD...

  • Pia Client Service Associate

    5 months ago

    London, Canada TD Bank Full time

    **Work Location**: London, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **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...

  • Client Service Associate

    5 months ago

    London, Canada Assante Wealth Management Full time

    **Position: Client Service Associate** Company: Assante Wealth Management Location: London, Ontario Do you want to make a difference in the lives of others? We are looking for a **Client Service Associate** who is dynamic, collaborative and passionate about client service, team operations and growing the business together. Assante Wealth Management is a...

  • Financial Client Service Associate

    5 months ago

    London, Canada Assante Wealth Management - The Andrews Group Full time

    **Position**: Financial Client Service Associate **Type of Work**: On-site, full-time, permanent **Location**: London, ON **About The Andrews Group** We are a collaborative wealth advisory business that offers “family office” services and superior level of client service. The Andrews Group’s goal is to have a significant, positive impact beyond just...

  • Client Service Associate

    5 months ago

    London, Canada Canada Life Assurance Company Full time

    **Job Description**: **What you will do** - Maintains exceptional brand experience and places customer at the centre of all we do, striving for service excellence. - Customized reporting capabilities; differentiating and anticipating the needs of clients. - Strong technical understanding and knowledge of internal and end-client administration...

  • Business Support Associate

    6 days ago

    London, Ontario, Canada Pet Valu Full time

    Job OverviewPet Valu is seeking a highly organized and detail-oriented Business Support Associate to join our client services team. This role will provide essential administrative support to ensure the smooth operation of our business.

  • Associate Manager, Client Service Centre

    5 months ago

    London, Canada Canada Life Assurance Company Full time

    **Job Description**: We are looking for an **Associate Manager, Client Service Centre** ***in our Customer Service and Operations. As a member of the Client Service leadership team, you will be responsible for providing leadership to the CSC team and supporting the development and execution of the Client Service Operations strategy to achieve business...

  • Client Service Associate

    6 months ago

    London, Canada BMO Financial Group Full time

    255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 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 prospect/referral. -...

  • Client Service Associate

    5 months ago

    London, Canada BMO Financial Group Full time

    255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 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 prospect/referral. -...

  • Client Service Associate

    6 months ago

    London, Canada BMO Financial Group Full time

    255 Queens Ave, Suite 1900 London Ontario,N6A 5R8 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 prospect/referral. -...

  • Client Delivery Associate

    3 months ago

    London, Canada BMO Financial Group Full time

    270 Dundas Street London Ontario,N6A 1H3 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Client Delivery Associate

    5 months ago

    London, Canada BMO Financial Group Full time

    270 Dundas Street London Ontario,N6A 1H3 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Client Service Controller

    5 months ago

    London, Canada Canada Life Assurance Company Full time

    **Job Description**: This position will require the employee to be working in the office full time, with a future opportunity to work from home 1-2 days a week once all applicable training has been completed. Reporting to the Associate Manager of the Service & Support Team, you will be responsible for various functions that support the Individual Life...

  • Client Service Coordinator

    5 months ago

    London, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to the Associate Manager of Retirement Income, you will be an integral part of the Payout Annuity Team, providing expertise and assistance to the Client Service Coordinators and Client Service Specialists as well as working in partnership with financial and business partners. A sound technical background is...

  • Client Solutions Associate, Surety

    5 months ago

    London, Canada Gallagher Full time

    About Us: 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 build a...

  • Client Service Assistant

    1 month ago

    London, Canada The Canada Life Assurance Company Full time

    Permanent Full Time Reporting to the Associate Manager of the Service & Support Team, you will be responsible for various functions that support the Individual Life Client Services Department. You will work closely with the Client Service and Policy Change Teams in various aspects as set out in the following accountabilities. **What will you do**: -...

  • Client Service Assistant

    1 week ago

    London, Canada The Canada Life Assurance Company Full time

    Temporary Full Time As a member of the Centralized Ops Team the Client Service Assistant is responsible for providing efficient, timely and focused administration support to the Individual Client Service and Policy Change departments. The overall objective is to be able to continue the delivery of prompt and excellent service to clients through accurate and...

  • Team Lead, Client Services

    6 months ago

    London, Canada Sephora Full time

    **Job ID**: 231404 **Store Name/Number**: ON-Westwood Power Centre (1554) **Address**: 3099 Wonderland Rd S Unit #1, London, ON N6L 1R4, 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...

  • Beauty Salon Service Associate

    4 weeks ago

    London, Ontario, Canada Afrosis Ldn Corp. Full time

    We are seeking a skilled Beauty Salon Service Associate to join our team at Afrosis Ldn Corp. As a Beauty Salon Service Associate, you will be responsible for assisting clients with special needs, maintaining work areas, and performing services specific to the beauty salon industry.Key ResponsibilitiesAssist clients with special needsMaintain work areas to...

  • Client Service Associate

    1 month ago

    London, Canada VON Canada (Ontario) Full time

    **Requisition Details**: Employment Status: Temporary, Full-time (1.0 FTE) Program Name: Visiting Nursing/Shift Nursing Number of Hours Bi-Weekly: 75 Work Schedule: Days, Evenings, Weekends Anticipated End Date: October 2025 On Call: No **Looking for a career in health care that provides you with an opportunity to make a difference in your...