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Private Client Service Associate

2 months ago

Vaughan, Ontario, Canada TD Bank Full time
Job Title: PIC Private Client Service Associate

We are seeking a highly organized and detail-oriented individual to join our team as a PIC Private Client Service Associate. In this role, you will provide administrative support to Portfolio Managers, assist with client meetings, and maintain accurate records.

Key Responsibilities:
  • Prepare client meeting materials, including documentation and reports
  • Assist with client onboarding and account maintenance
  • Provide exceptional customer service to clients and colleagues
  • Maintain accurate and up-to-date records of client interactions and transactions
  • Collaborate with cross-functional teams to ensure seamless client experience
Requirements:
  • Undergraduate degree or community college diploma
  • 2 years of relevant work experience
  • Canadian Securities Course (CSC) or other industry-related courses
  • Strong communication and organizational skills
About TD Bank:

TD Bank is one of the world's leading global financial institutions, committed to delivering legendary customer experiences. We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and benefits. Our colleagues are passionate about helping customers and communities thrive, and we're committed to creating a workplace that's inclusive, diverse, and supportive.

What We Offer:
  • Opportunities for career growth and development
  • A comprehensive total rewards package
  • A dynamic and supportive work environment
  • Access to training and onboarding programs
How to Apply:

If you're a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, and we'll be in touch to discuss further.