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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

3 months ago

Toronto, Ontario, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The PIA Client Service Associate provides specialized administrative support to Investment Advisors within TD Private Wealth Management, focusing on high-value client service and relationship building. Responsibilities include preparing documentation for client meetings, creating analysis reports, managing leads, and responding to client inquiries across various channels. The role requires maintaining strict compliance with regulatory requirements while delivering a gold-standard client experience.

Responsibilities

Prepare documentation and updates for client meetings
Create reports for analysis of client accounts
Accept and manage leads with correct referral coding
Respond to phone, mail, and electronic client inquiries
Maintain compliance with regulatory requirements

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).