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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

3 months ago

Winnipeg, Manitoba, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

A PIA Client Service Associate at TD Wealth provides specialized administrative support to Investment Advisors, preparing documentation for client meetings and managing referral coding. The role involves creating analysis reports, communicating with customers to identify referral opportunities, and maintaining marketing materials while adhering to strict compliance requirements. Candidates will deliver high-level client service by responding to inquiries and ensuring a gold-standard experience for high-value clients.

Responsibilities

Prepare documentation and updates for client meetings
Create reports for analysis of client accounts
Accept and code leads for referral administration
Respond to client inquiries via phone and email
Maintain marketing materials and adhere to compliance

Skills

Qualifications

Licensed 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).