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Client Service Associate

2 months ago

Vancouver, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full time
About the Role

This is a 12-month short-term assignment with The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will be the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). Your key responsibilities will include:

Key Responsibilities
  • Preparing documentation and providing updates to IA(s) in preparation for client meetings
  • Creating reports for analysis of client accounts
  • Accepting and creating leads, ensuring correct referral coding on TD Leads
  • Reviewing newly posted marketing content and determining if relevant for clients; submitting marketing pieces for approval and compiling 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
  • Providing 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
  • Delivering a legendary client experience
  • Executing tasks related to the Sales and Client Engagement model/client segmentation and supporting 4 Wealth pillars
  • Providing market quotes and tracking 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 the ability to build relationships and work collaboratively, confidentially, and independently
About Us

The Toronto-Dominion Bank (Canada) 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.

We are deeply committed to being a leader in customer experience, which is why we believe that all colleagues, no matter where they work, are customer-facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking.

We offer a Total Rewards package that 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.