Pia Client Service Associate

1 month ago

Collingwood, Canada TD Bank Full time

**Work Location**:
Collingwood, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**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 required**:

- **Completion of the Canadian Securities Course and Conduct and Practices Handbook**:

- **Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) required**:

- **Registered Representative (RR) with Wealth Management Essentials (WME) completion is an asset**

**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 cu

  • Pia Client Service Associate

    1 week ago

    Collingwood, Canada TD Bank Full time

    396129BR Wealth Management Collingwood, ON January 18, 2023 Company Overview 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...

  • Pia Client Service Associate

    1 week ago

    Collingwood, 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. **TD Private Investment Advice** offers...

  • Pia client service associate

    4 weeks ago

    Collingwood, Canada TD Full time

    Work Location:Collingwood, Ontario, CanadaHours:37.5Line of Business:Gestion de patrimoine TDPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...

  • Pia client service associate

    4 weeks ago

    Collingwood, Canada TD Full time

    Work Location:Collingwood, Ontario, CanadaHours:37.5Line of Business:Gestion de patrimoine TDPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...

  • Pia client service associate

    4 weeks ago

    Collingwood, Canada TD Full time

    Work Location:Collingwood, Ontario, CanadaHours:37.5Line of Business:Gestion de patrimoine TDPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job...

  • Pia client service associate

    3 weeks ago

    Collingwood, ON, Canada TD Full time

    Work Location: Collingwood, Ontario, Canada Hours: 37.5 Line of Business: Gestion de patrimoine TD Pay Details: We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for...

  • Client Service Professional

    7 days ago

    Collingwood, Canada H&R Block Canada Full time

    _**Job description**_ Client Service Professional H&R Block is the world’s largest tax services provider and the leader in the tax preparation industry. Each year, H&R Block employs thousands of seasonal and part-time associates as Tax Professionals in our tax offices nationwide. With flexible options for those looking to earn some extra income or...

  • Customer Service Desk Associate

    1 month ago

    Collingwood, Canada Walmart Canada Full time

    **Position Summary... **:Working as a Customer Service Desk Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Customer Service Desk Associate provides friendly and professional customer service, represents company values to the public, ensures proper adherence to company policies and maintains security in front end...

  • Client Service Representative

    1 month ago

    Collingwood, Canada Shore to Slope Management Services Full time

    **About us** Shore to Slope Management Services is a fast-growing property management company in Collingwood, Ontario. Our diverse client portfolio includes condo, commercial, residential and estate management. Shore to Slope has been serving the Georgian Triangle region since 1991 delivering a trusted experience to our valued clients. **The Position** We...

  • Client Service Assistant

    4 days ago

    Collingwood, Canada BMO Financial Group Full time

    115 Hurontario St 4th Fl Collingwood Ontario,L9Y 2L9 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. - Coordinates marketing activities on behalf of the advisory team, including website, social...

  • Client Service Representative

    2 months ago

    Collingwood, Ontario, 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 and...

  • Client Service Administrator

    1 month ago

    Collingwood, Canada Shore to Slope Management Services Full time

    **Job Title** Client Service Administrator Permanent Full Time Role - _40 Hours per Week + Periodic Evening and Weekend Meetings_ **Company Description** We are a mid size Property Management Company Specializing in Condominium Management. Our company has been operating both Simcoe and Grey County for over 25 years. We take pride in our business and high...

  • Client Service Administrator

    3 days ago

    Collingwood, Canada Shore to Slope Management Services Full time

    **Job Title** Client Service Administrator Permanent Full Time Role - _40 Hours per Week + Periodic Evening and Weekend Meetings_ **Company Description** We are a mid size Property Management Company Specializing in Condominium Management. Our company has been operating both Simcoe and Grey County for over 25 years. We take pride in our business and high...

  • Client Services Administrator

    11 hours ago

    Collingwood, Canada Shore to Slope Management Services Full time

    **Job Title** Client Services Administrator Permanent Full Time Role - _40 Hours per Week + Periodic Evening and Weekend Meetings_ **Company Description** We are a mid size Property Management Company Specializing in Condominium Management. Our company has been operating both Simcoe and Grey County for over 30 years. We take pride in our business and...

  • Citizen Services Officer

    1 month ago

    Collingwood, Canada Service Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Computer and technology knowledge**: - MS Outlook - MS Word - MS Windows **Security and safety**: - Enhanced reliability security clearance **Work conditions and physical capabilities**: - Fast-paced environment - Work under pressure - Attention to...

  • Citizen Services Officer

    1 month ago

    Collingwood, Canada Service Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: 1 year to less than 2 years **Computer and technology knowledge**: - MS Outlook - MS Word - MS Windows **Security and safety**: - Enhanced reliability security clearance **Work conditions and physical capabilities**: - Fast-paced environment - Work under pressure - Attention to...

  • Citizen Services Officer

    2 weeks ago

    Collingwood, Canada Service Canada Full time

    Education: Secondary (high) school graduation certificate - Experience: 7 months to less than 1 year **Computer and technology knowledge**: - MS Outlook - MS Word - MS Windows **Security and safety**: - Enhanced reliability security clearance - Criminal record check - Credit check **Work conditions and physical capabilities**: - Fast-paced environment -...

  • Client Service Representative

    2 months ago

    Collingwood, 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...

  • Client Service Representative

    1 month ago

    Collingwood, 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...

  • Client Service Representative

    1 week ago

    Collingwood, 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...