Client Service Associate
4 weeks ago
We are seeking a highly organized and detail-oriented Client Service Associate to provide dedicated administrative support to our Investment Advisors. As a key member of our team, you will be responsible for preparing documentation, creating reports, and communicating with clients and other branch staff.
In this role, you will have the opportunity to work closely with our Investment Advisors to provide exceptional client service and support. You will be responsible for:
- Preparing documentation and updates for client meetings
- Creating reports for analysis of client accounts
- Communicating with customers to provide mentorship on products and services
- Identifying referral opportunities and ensuring correct referral coding administration
- Submitting marketing pieces for approval and maintaining marketing materials
- Familiarizing and adhering to compliance requirements
- Providing a high level of client service and responding to phone, mail, and electronic enquiries
- Delivering the 'gold standard' client experience at every interaction
We are looking for a candidate with excellent communication skills, a strong attention to detail, and the ability to work independently and collaboratively as part of a team. If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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 and ability to build relationships and work collaboratively
About TD Bank
TD Bank is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We are committed to delivering legendary customer experiences to our clients and are passionate about helping our colleagues grow and develop in their careers.
What We Offer
We offer a competitive compensation package, including a base salary, variable compensation, and a comprehensive benefits plan. We also provide opportunities for career development and advancement, as well as a supportive and inclusive work environment.
How to Apply
If you are a motivated and organized individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to our online application system.
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