Job Description
Become a key player at TD Wealth as a PIA Client Service Associate located in Markham, Ontario. Collaborate with Investment Advisors to deliver superior client services and manage essential documentation.
This role involves supporting the Private Investment Advisory team through effective administrative tasks, maintaining client files, and enhancing overall client experience. You will be responsible for communication with clients, ensuring compliance with marketing materials, and delivering timely service in a fast-paced environment.
Key Responsibilities:
• Prepare documentation and assist Advisors before client meetings
• Generate reports analyzing client accounts and services
• Manage referral leads and necessary coding administration
• Maintain and submit marketing materials for approval
• Adhere to compliance standards in all documentation
Requirements:
• Undergraduate degree or college diploma preferred
• Must hold a CIRO Investment Representative lic...
This role involves supporting the Private Investment Advisory team through effective administrative tasks, maintaining client files, and enhancing overall client experience. You will be responsible for communication with clients, ensuring compliance with marketing materials, and delivering timely service in a fast-paced environment.
Key Responsibilities:
• Prepare documentation and assist Advisors before client meetings
• Generate reports analyzing client accounts and services
• Manage referral leads and necessary coding administration
• Maintain and submit marketing materials for approval
• Adhere to compliance standards in all documentation
Requirements:
• Undergraduate degree or college diploma preferred
• Must hold a CIRO Investment Representative lic...