Client Service Associate
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Job Description
Centralized Client Service Associate providing specialized administrative support to Investment Advisors. Facilitating client interactions and documentation preparation in investment advice teams at TD Wealth.
Responsibilities:
- Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments
- Correspond with clients and other branch staff
- Prepare documentation and provide updates to IAs in preparation for client meetings
- Create reports for analysis of client accounts; provide mentorship on products and services, and identify referral opportunities
- Accept/create leads and ensure correct referral coding administration
- Submit marketing pieces for approval, compile client information packages, maintain marketing materials and 'Marketing Express' mail-outs
- 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
- Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work
- 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
- Participate fully as a team member, continually improve knowledge and keep others informed and up to date
Requirements:
- Undergraduate degree or community college diploma preferred
- Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
- Bilingual French/English in an asset.
Benefits:
- health and well-being benefits
- savings and retirement programs
- paid time off
- banking benefits and discounts
- career development
- reward and recognition programs
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