Client Service Associate

3 weeks ago

Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

Job Summary:

TD Private Investment Advice is seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to our Investment Advisors. As a key member of our team, you will play a vital role in delivering exceptional client experiences and helping our clients achieve their financial goals.

Key Responsibilities:

  • Prepare documentation and provide updates to Investment Advisors in preparation for client meetings
  • Create reports for analysis of client accounts and communicate with customers to provide mentorship on products and services
  • Accept/create leads and ensure correct referral coding administration
  • Submit marketing pieces for approval, compile client information packages, and maintain marketing materials
  • Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
  • Provide a high level of client service, including responding to phone, mail, and electronic inquiries 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

Requirements:

  • Undergraduate degree or community college diploma preferred
  • Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook
  • Bilingualism (English and French) required

About TD:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around 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.

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