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PIA Client Service Associate at TD Bank - ApplyBlast

PIA Client Service Associate

TD Bank

4 days ago

Markham, Ontario, Canada

Onsite

Full Time

Junior

0 applicants

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About this role

The PIA Client Service Associate provides dedicated administrative support to Investment Advisors, ensuring a legendary customer experience for high-value clients. This role involves preparing documentation, creating client account reports, and managing referrals while maintaining strict compliance with regulatory requirements. The position requires strong attention to detail and the ability to build collaborative relationships within a wealth management environment.

Responsibilities

Provide specialized administrative support to Investment Advisors
Prepare documentation and reports for client meetings and account analysis
Respond to client inquiries and deliver high-level customer service

Skills

Qualifications

Investment Representative (IR) with the Canadian Investment Regulatory Organization (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).