PIA Client Service Associate
TD Bank Group(27 days ago)
About this role
A PIA Client Service Associate within TD Private Wealth Management supports Investment Advisors by delivering frontline, client-facing service to high-value wealth clients. The role sits within TD Private Investment Advice and focuses on providing personalized administrative support and contributing to an excellent client experience. This position is commission-eligible and offers opportunities for development within TD Wealth.
Required Skills
- Client Service
- Administration
- Documentation
- Compliance
- Reporting
- Relationship Building
- Marketing Support
- Communication
Qualifications
- Undergraduate Degree
- College Diploma
- CIRO Investment Representative (IR) License
About TD Bank Group
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