Private Client Service Associate
4 hours ago
We are seeking a highly organized and detail-oriented individual to join our team as a PIC Private Client Service Associate. In this role, you will provide administrative support to Portfolio Managers, assist with client meetings, and maintain accurate records.
Key Responsibilities:- Prepare client meeting materials, including documentation and reports
- Assist with client onboarding and account maintenance
- Provide exceptional customer service to clients and colleagues
- Maintain accurate and up-to-date records of client interactions and transactions
- Collaborate with cross-functional teams to ensure seamless client experience
- Undergraduate degree or community college diploma
- 2 years of relevant work experience
- Canadian Securities Course (CSC) or other industry-related courses
- Strong communication and organizational skills
TD Bank is one of the world's leading global financial institutions, committed to delivering legendary customer experiences. We offer a comprehensive total rewards package, including a competitive salary, variable compensation, and benefits. Our colleagues are passionate about helping customers and communities thrive, and we're committed to creating a workplace that's inclusive, diverse, and supportive.
What We Offer:- Opportunities for career growth and development
- A comprehensive total rewards package
- A dynamic and supportive work environment
- Access to training and onboarding programs
If you're a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter, and we'll be in touch to discuss further.
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PIC Private Client Service Associate
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PIC Private Client Service Associate
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Vaughan, Ontario, Canada Private Household Full time{"h2": "Job Summary", "p": "We are seeking a reliable and compassionate Personal Care Assistant to join our team at Private Household. As a Personal Care Assistant, you will provide high-quality care and support to our clients, enabling them to maintain their independence and dignity.Responsibilities:","ul": [{"li": "Assist clients with daily living...
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