Associé, Service à la clientèle, CPPTD • Courtenay, Comox Valley Regional District, CA
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Associé, Service à la clientèle, CPP
TD • Courtenay, Comox Valley Regional District, CA
Il y a 9 jours
Type de contrat
- Temps plein
Description de posteUndergraduate or community college diploma preferred License as Investment Representative (IR) with CIRO required 1-2 years of relevant experience in banking or administrative roles Strong communication and relationship building skills Knowledge of wealth management and investment products is an asset
Job Location
Courtenay, British Columbia, Canada
Working Hours
Salary
$43,300 - $56,700 CAD
Position Overview
TD Private Wealth Management seeks a PIA Client Service Associate to provide administrative support to Investment Advisors.
Responsibilities
- Prepare documentation and update IAs for client meetings
- Create analysis reports and identify referral opportunities
- Administer lead coding and marketing pieces
- Maintain compliance documentation and client service protocols
- Provide client service via phone, mail, electronic inquiries
- Deliver exceptional client experience and support team performance
Requirements
About TD
TD is a global leader in financial institutions, serving millions of households and businesses worldwide. We are committed to innovation and excellent client experience.
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Associ Service la clientle CPP • Courtenay, Comox Valley Regional District, CA
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