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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

4 months ago

Ottawa, Ontario

Onsite

Full Time

Junior

0 applicants

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About this role

As a PIA Client Service Associate at TD Wealth, you will provide specialized administrative support to Investment Advisors and team members while managing diverse client assignments. This frontline role involves preparing documentation for client meetings, generating analytical reports, handling referrals, and ensuring strict adherence to compliance and risk management policies.

Responsibilities

Prepare documentation and updates for Investment Advisor client meetings
Create analytical reports on client accounts and identify referral opportunities
Manage lead acceptance and ensure correct referral coding administration
Maintain marketing materials and submit pieces for compliance approval
Respond to client enquiries across phone, mail, and electronic channels

Skills

Qualifications

Undergraduate degree or community college diploma preferredLicensed Investment Representative (IR) with CIRO

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).