Client Relationship Specialist

1 week ago

Old Toronto, Canada TD Bank Full time

Overview

TD Bank, a leading financial institution, seeks a skilled Client Relationship Specialist to provide exceptional client service and support. This role is an excellent opportunity for individuals who thrive in fast-paced environments and are passionate about delivering legendary customer experiences.

About the Role

This position will be responsible for providing dedicated support to Investment Advisors, preparing for client meetings, managing transactions, and reporting activities. The ideal candidate will have strong communication skills, a basic understanding of the business, and the ability to build relationships with clients.

Responsibilities

  • 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.
  • Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage.
  • 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.

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.

Salary Range

$55,000 - $75,000 per year, depending on experience and qualifications.

Benefits

TD Bank offers a comprehensive Total Rewards program that includes base salary, variable compensation, health and wellness benefits, savings and retirement plans, paid time off, banking perks and discounts, career development opportunities, and recognition programs.

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