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thetorontodominionbankcanada.com
The PIA Client Service Associate provides dedicated administrative support to Investment Advisors within TD Private Wealth Management, ensuring a legendary customer experience for high-value clients. This frontline role involves preparing documentation, creating client account reports, and managing client communications to support investment decisions. The position requires maintaining compliance standards and fostering strong relationships with both clients and internal teams.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for thetorontodominionbankcanada.com.
41% below the average for this role