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Client Service Associate
2 months ago
We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated administrative support to our Investment Advisors and teams, ensuring exceptional client experiences and delivering legendary customer service.
Key Responsibilities- Prepare documentation and updates for client meetings, ensuring accuracy and attention to detail.
- Create reports for analysis of client accounts, identifying opportunities for growth and improvement.
- Communicate with clients and branch staff to provide mentorship on products and services, and identify referral opportunities.
- Accept and create leads, ensuring correct referral coding administration and maintaining accurate records.
- Submit marketing pieces for approval, compile client information packages, and maintain marketing materials and mail-outs.
- Familiarize and adhere to compliance requirements, including new and existing account documentation and marketing materials.
- Provide exceptional client service, responding to phone, mail, and electronic inquiries based on knowledge of full-service brokerage.
- Deliver the 'gold standard' client experience at every interaction, prioritizing and handling own work with discretion.
- Adhere to all policies and procedures, maintaining a culture and operation of risk management.
- Use insights to continually improve individual and team performance for clients.
- Participate fully as a team member, improving knowledge and keeping others informed and up-to-date about status and progress, issues, or other related activities.
- Undergraduate degree or community college diploma preferred.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook.
- Licensed with the Canadian Investment Regulatory Organization (CIRO) as an Investment Representative or Registered Representative.
- Strong communication skills with ability to build relationships and work collaboratively, confidentially, and independently.
The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions, delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. 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 committed to providing a Total Rewards package that reflects our investments in our colleagues' financial, physical, and mental well-being goals. Our package includes a base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in a specific career path or want to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and mentoring programs to help you unlock future opportunities.
We will provide training and onboarding sessions to ensure you've got everything you need to succeed in your new role. We look forward to hearing from you.
