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Client Service Associate

2 months ago

Ottawa, Ontario, Canada TD Bank Full time

About the Role:

We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at TD Bank. 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:

  • Create reports for analysis of client accounts
  • Communicate with customers to provide mentorship on products and services
  • Identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration
  • 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 which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage
  • 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
  • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative

About TD Bank:

TD Bank 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.

Our 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.

Colleague Development:

If you're interested in a specific career path or are looking 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 a variety of mentoring programs to help you unlock future opportunities.