Job Description
Enhance client satisfaction as a PIA Client Service Associate at TD Wealth in Courtenay, BC. Assist investment advisors with key administrative tasks to foster compliance and service excellence.
In this role at TD Wealth, the PIA Client Service Associate provides vital support to investment advisors, managing client communications and meeting documentation. With responsibilities including report creation and compliance adherence, you'll ensure a high standard of service and operational efficiency. Strong communication and organization will be your key assets in this team-oriented environment.
Key Responsibilities:
• Prepare documentation and updates for advisors
• Create reports to identify client opportunities
• Accept leads and ensure accurate referral coding
• Submit editorial content for marketing approval
• Respond to various client inquiries promptly
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investme...
In this role at TD Wealth, the PIA Client Service Associate provides vital support to investment advisors, managing client communications and meeting documentation. With responsibilities including report creation and compliance adherence, you'll ensure a high standard of service and operational efficiency. Strong communication and organization will be your key assets in this team-oriented environment.
Key Responsibilities:
• Prepare documentation and updates for advisors
• Create reports to identify client opportunities
• Accept leads and ensure accurate referral coding
• Submit editorial content for marketing approval
• Respond to various client inquiries promptly
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed as an Investme...