PIA Client Service Associate

PIA Client Service Associate – TD Private Wealth Management

Pay Details

38,300 – 51,700 CAD annually

Work Location

Montréal, Quebec, Canada

Hours

37.5 hours / week

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to 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, and maintain marketing materials.
• Become familiar with 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.
• Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
• 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 about status and progress, issues or other related activities.

Job Requirements

Benefits & Development

Our Total Rewards package includes a base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development and reward and recognition programs.

Learning & Support

We will provide training and onboarding sessions and ongoing support, mentoring programs and access to an online learning platform.

Interview Process

We've got a clear interview process; with communication outcomes to all applicants by email or phone call.

Accommodation

We provide accommodations to remove barriers for all applicants.

Language Requirement (Quebec Only)

Sans Objet

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Other; Industry : Banking

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