Client Service Associate

3 weeks ago

Vaughan, Ontario, Canada TD Bank Full time

Job Summary

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will provide exceptional support to our Investment Advisors and clients, ensuring a seamless and personalized experience.

Key Responsibilities

  • Prepare documentation and updates for client meetings
  • Create reports for analysis of client accounts and communicate with customers to provide mentorship on products and services
  • 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 a high level of client service, responding to phone, mail, and electronic enquiries based on knowledge of full-service brokerage
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues, and clients
  • Adhere to all policies and procedures and maintain 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 improve knowledge, and keep others informed and up to date about status and progress, issues, or other related activities

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

About TD Bank

TD Bank is one of the world's leading global financial institutions, with a commitment to delivering legendary customer experiences. We offer a total rewards package that reflects our investments in our colleagues' financial, physical, and mental well-being. Join our team and discover a career that's full of opportunities for growth and development.

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