Client Service Associate

4 weeks ago

St Catharines, Ontario, Canada TD Bank Full time
Job Title: PIA Client Service Associate

Job Summary:

We are seeking a highly organized and detail-oriented PIA Client Service Associate to provide dedicated administrative support to our Investment Advisors and teams. As a key member of our team, you will be responsible for preparing documentation, creating reports, and communicating with clients and branch staff to deliver exceptional customer experiences.

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 to provide mentorship on products and services, and identify referral opportunities.
  • Accept and create leads, ensuring correct referral coding administration.
  • Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.
  • 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.

Requirements:

  • 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.

About TD Bank:

TD Bank 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.

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.

Additional Information:

We are committed to providing a supportive and inclusive work environment that fosters growth and development. If you're 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.

  • Client Service Associate

    4 weeks ago

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

    About the Role: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...

  • Client Service Associate

    4 weeks ago

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

    About the Role: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...

  • Client Service Associate

    3 weeks ago

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

    Job Summary:We are seeking a highly skilled Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and provide updates to IAs in...

  • Client Service Associate

    2 weeks ago

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

    Job Summary:We are seeking a highly skilled Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and provide updates to IAs in...

  • Client Service Associate

    1 month ago

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

    About the Role: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 specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and...

  • Client Service Associate

    1 month ago

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

    About the Role: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 specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and...

  • Client Service Associate

    3 weeks ago

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

    About the Role:We are seeking a highly skilled Client Service Associate to join our team at The Toronto-Dominion Bank (Canada). As a Client Service Associate, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.Key Responsibilities:Prepare documentation and provide updates to IAs...

  • Associate - Client Service Specialist

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented Associate to provide exceptional client service and support to our Advisory Team. As a key member of our team, you will play a vital role in deepening relationships with existing clients and helping them achieve their financial goals.Key ResponsibilitiesCoordinate and prepare...

  • Associate - Client Service Specialist

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented Associate to provide exceptional client service and support to our Advisory Team. As a key member of our team, you will play a vital role in deepening relationships with existing clients and helping them achieve their financial goals.Key ResponsibilitiesCoordinate and prepare...

  • Associate - Client Service Specialist

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented Associate to provide exceptional client service and support to our Advisory Team. As a key member of our team, you will play a vital role in deepening relationships with existing clients and helping them achieve their financial goals.Key ResponsibilitiesCoordinate and prepare...

  • Client Service Associate

    3 weeks ago

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

    Job Summary:We are seeking a highly skilled Client Service Associate to provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. In this role, you will be responsible for preparing documentation and providing updates to IAs in preparation for client meetings, creating reports for analysis of...

  • PIA Client Service Associate

    4 weeks ago

    St. Catharines, Ontario, Canada TD Bank Full time

    Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:Department Overview :TD...

  • Food Service Associate

    2 weeks ago

    St. Catharines, Ontario, Canada Spicy Thai Restaurant Full time

    Job Title: Food Service AssociateJob Summary: We are seeking a skilled Food Service Associate to join our team at Spicy Thai Restaurant. As a Food Service Associate, you will be responsible for providing exceptional customer service, managing cash and credit transactions, and maintaining a clean and safe dining environment.Key Responsibilities:Provide...

  • Financial Services Associate

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a highly skilled and motivated Associate to join our team. As a key member of our Advisory Team, you will provide exceptional client service and support to our clients and advisors.Key ResponsibilitiesCoordinate and prepare meetings for advisors with clients and prospectsProvide proactive client service with...

  • Financial Services Associate

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a highly skilled and motivated Associate to join our team. As a key member of our Advisory Team, you will provide exceptional client service and support to our clients and advisors.Key ResponsibilitiesCoordinate and prepare meetings for advisors with clients and prospectsProvide proactive client service with...

  • Financial Services Associate

    3 weeks ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled and detail-oriented individual to join our team as a Financial Services Associate.Key Responsibilities:Maintain existing client accounts and identify opportunities to contact clients.Respond to client inquiries in an understanding and time-efficient manner.Provide proactive client service and...

  • Customer Service Associate

    3 weeks ago

    St. Catharines, Ontario, Canada beBee Professionals Full time $35,000 - $55,000

    We are seeking a Customer Service Associate to join our team in St. Catharines. In this role, you will be responsible for providing exceptional customer service, maintaining product knowledge, and processing transactions.Key Responsibilities:Greet and assist customers with their purchases.Maintain knowledge of products and promotions to provide accurate...

  • Business Development Associate

    3 weeks ago

    St. Catharines, Ontario, Canada beBee Professionals Full time

    We are looking for a Business Development Associate to provide exceptional customer service to our clients, manage client relationships, and develop new business opportunities.The ideal candidate will have a Bachelor's degree in Business Administration or a related field, as well as at least two years of experience in customer service or client relations.The...

  • Customer Service Associate

    3 weeks ago

    St. Catharines, Ontario, Canada beBee Professionals Full time $25,000 - $35,000

    We are seeking a skilled Customer Service Associate to join our team at beBee Professionals in St. Catharines. As a Customer Service Associate, you will be responsible for taking customer orders, preparing food items, and ensuring excellent customer service at our food counter.Key Responsibilities:Greet customers and take their orders efficiently.Prepare...

  • Client Service Supervisor

    2 weeks ago

    St. Catharines, Ontario, Canada ESSO Gas Station Full time

    Job SummaryWe are seeking a highly skilled Client Service Supervisor to join our team at ESSO Gas Station. The successful candidate will be responsible for overseeing the day-to-day operations of our client service team, ensuring that our customers receive exceptional service and support.Key ResponsibilitiesTeam Management: Lead and manage a team of 5-10...