PIA Client Service Associate
TD Bank Group(28 days ago)
About this role
A PIA Client Service Associate at TD Private Wealth Management provides specialized administrative and front-line client support to Investment Advisors within TD Private Investment Advice. The role helps deliver personalized wealth planning and high-value client experiences as part of the private wealth team.
Required Skills
- Client Service
- Documentation
- Account Analysis
- Referral Management
- Compliance
- Marketing
- Communication
- Risk Management
- Relationship Building
Qualifications
- Undergraduate Degree (Preferred)
- Community College Diploma (Preferred)
- CIRO Investment Representative (IR) License
About TD Bank Group
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