Client Service Associate

3 weeks ago

Alliston, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Wealth Management. As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring seamless client experiences and exceptional service delivery.

Key Responsibilities:

  • Prepare and update documentation for client meetings, ensuring accuracy and attention to detail.
  • Create and analyze reports on client accounts, identifying opportunities for growth and improvement.
  • Communicate with clients and branch staff to provide exceptional service and support.
  • Manage marketing materials, including creating and submitting pieces for approval.
  • Familiarize and adhere to compliance requirements, ensuring all aspects of new and existing account documentation and marketing materials meet regulatory standards.
  • Provide a high level of client service, responding to phone, mail, and electronic inquiries with knowledge of full-service brokerage.
  • Deliver the 'gold standard' client experience at every interaction, prioritizing and handling own work with discretion.
  • Adhere to all policies and procedures, maintaining 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 improving knowledge and keeping others informed and up to date about status and progress, issues, or other related activities.

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.

About TD:

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.

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.

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 home.

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