PIA Client Service Associate
TD Bank Group(1 month ago)
About this role
The PIA Client Service Associate supports Investment Advisors and Portfolio Managers within TD Private Wealth Management by providing specialized administrative assistance and acting as a frontline contact for high-value clients. The role contributes to delivering personalized wealth planning and client service, supporting account documentation, meeting preparation, and client communications. It is an entry-level client-facing position within a private investment advice team.
Required Skills
- Administrative Support
- Client Service
- Communication
- Reporting
- Compliance
- Marketing
- Relationship Building
- Teamwork
Qualifications
- Undergraduate Degree
- College Diploma
- Investment Representative (IR) License - CIRO
- CFA Level I (Asset)
About TD Bank Group
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