Client Service Associate
4 weeks ago
About the Role:
We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD. As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring exceptional client experiences and delivering legendary customer service.
Key Responsibilities:
- Prepare documentation and updates for client meetings, ensuring accuracy and attention to detail.
- Create reports for analysis of client accounts, identifying opportunities for growth and improvement.
- Communicate with clients and branch staff to provide mentorship on products and services, and identify referral opportunities.
- Accept and create leads, ensuring correct referral coding administration.
- Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.
- Familiarize and adhere to compliance requirements, including new and existing account documentation and marketing materials.
- Provide exceptional client service, responding to phone, mail, and electronic inquiries based on 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, 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 the Canadian Investment Regulatory Organization (CIRO) 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, with a commitment to delivering legendary customer experiences. We're a team of over 95,000 colleagues working together to enrich the lives of our customers, communities, and each other. We're guided by our vision to Be the Better Bank and our purpose to make a positive impact on the world.
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 committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to help you unlock future opportunities.
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
6 days ago
Toronto, Ontario, Canada PROSAPIENT Full timeAt proSapient, we're seeking a skilled Client Services Associate to join our team. As a key member of our client services team, you will work closely with our clients to understand their needs and provide expert solutions.As a Client Services Associate, you will be responsible for identifying and connecting our clients with industry experts who can provide...
-
Client Services Associate
4 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
4 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Service Associate
4 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Scotiabank. As a Client Service Associate, you will provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:Provide exceptional service and sales support to our...
-
Client Service Associate
4 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeJob Title: Client Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Scotiabank. As a Client Service Associate, you will provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:Provide exceptional service and sales support to our...
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
2 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
3 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Services Associate
2 weeks ago
Toronto, Ontario, Canada PROSAPIENT Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team at proSapient. As a Client Services Associate, you will play a critical role in supporting our clients in their discovery of knowledge and expertise.Key ResponsibilitiesWork closely with project leads to understand client needs and...
-
Client Service Associate
3 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Investment Advice. 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...
-
Client Service Associate
3 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Private Investment Advice. 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...
-
Client Services Associate
4 days ago
Toronto, Ontario, Ontario, Canada Sage Recruiting Full timeClient Service Associate – Wealth ManagementSage Recruiting is working with an established wealth management and investment publishing firm with over 25 years of experience in subscription marketing and independent portfolio management, managing close to $1 billion in assets and continuing to grow. Our client is actively seeking a Client Service Associate...
-
Client Service Associate
4 weeks ago
Old Toronto, Ontario, Canada Manulife Insurance Malaysia Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Manulife. As a key support person for our wealth advisors, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Provide administrative support to wealth advisors, including client-facing requests...
-
Client Service Associate
4 weeks ago
Old Toronto, Ontario, Canada Manulife Insurance Malaysia Full timeJob Title: Client Service AssociateWe are seeking a highly skilled Client Service Associate to join our team at Manulife. As a key support person for our wealth advisors, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Provide administrative support to wealth advisors, including client-facing requests...
-
Client Service Associate
4 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and...
-
Client Service Associate
4 weeks ago
Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full timeAbout the Role:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and...
