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Client Service Associate

2 months ago

Winnipeg, Manitoba, Canada TD Bank Full time
Job Summary

We are seeking a highly skilled and motivated Client Service Associate to join our team at TD Bank. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our investment advisors and clients.

Key Responsibilities
  • Prepare documentation and provide updates to investment advisors in preparation for client meetings
  • Create reports for analysis of client accounts
  • Accept and create leads, ensuring 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, including responding to client requests via phone and email based on knowledge of full-service brokerage
  • Deliver a legendary client experience
  • Execute 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
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. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities, and colleagues.

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.