PIA Client Service Associate
TD Bank Group(3 days ago)
About this role
The role involves providing dedicated administrative support to Investment Advisors in TD Private Wealth Management, delivering personalized service to high-value clients, preparing client documents, creating reports, and ensuring compliance. It offers opportunities for growth within a prominent financial institution, emphasizing client experience and team collaboration.
Required Skills
- Client Service
- Documentation
- Report Writing
- Compliance
- Wealth Management
- Investment Products
- Communication
- Teamwork
- Client Relationship
- Financial Advice
About TD Bank Group
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