IA Client Service Associate Mandarin Language Specialist

5 days ago

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

This is a challenging and rewarding role that requires a high level of administrative support to Investment Advisors and other branch staff. As a Client Service Associate Mandarin Language Specialist, you will be responsible for providing quality, efficient, and specialized support on multiple and diverse assignments.

Key Responsibilities
  • Provide consistent and accurate administrative support to Investment Advisors
  • Prepare documentation and provide updates to Investment Advisors in preparation for client meetings
  • Create reports for analysis of client accounts
  • Accept/create leads and ensure correct referral coding on TD Leads
  • Submit marketing pieces for approval and compile client information packages; maintain marketing materials and mail outs via Marketing Express
  • 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 which includes responding to client requests via phone and email based on knowledge of full service brokerage
  • Deliver a legendary client experience
  • 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
  • Mandarin language skills required
About Us

The Toronto-Dominion Bank (Canada) is one of the world's leading global financial institutions. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our purpose is to enrich the lives of our customers, communities, and colleagues.

Our Total Rewards Package

We offer a comprehensive Total Rewards package that reflects our commitment to our colleagues' financial, physical, and mental well-being. This 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.

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