ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

4 months ago

Burlington, ON

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The PIA Client Service Associate provides dedicated administrative support to Investment Advisors within TD Private Wealth Management. This frontline role involves preparing documentation, creating client reports, managing leads, and delivering high-level service to ensure a seamless client experience. Candidates will adhere to strict compliance requirements while collaborating with branch staff to identify referral opportunities.

Responsibilities

Prepare documentation for client meetings and Investment Advisors
Create analytical reports for client account reviews
Accept and code incoming leads accurately
Respond to client inquiries via phone, mail, and electronic channels
Adhere to compliance requirements regarding account documentation

Skills

Qualifications

Undergraduate degree or community college diplomaCanadian Investment Regulatory Organization (CIRO) Investment Representative license

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).