TD

Client Service Associate

TD

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$52,700 - CA$74,400 per year

About the role

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments
  • Correspond with clients and other branch staff
  • Prepare documentation and provide updates to IAs in preparation for client meetings
  • Create reports for analysis of client accounts; provide mentorship on products and services, and identify referral opportunities
  • Accept/create leads and ensure correct referral coding administration
  • Submit marketing pieces for approval, compile client information packages, maintain marketing materials and 'Marketing Express' mail-outs
  • Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials
  • Provide a high level of client service which includes responding to phone, mail and electronic enquiries
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work
  • Adhere to all policies and procedures and maintain a culture and operation of risk management
  • Use insights to continually improve individual and team performance for clients
  • Participate fully as a team member, continually improve knowledge and keep others informed and up to date

Requirements

  • Undergraduate degree or community college diploma preferred
  • Successful candidates will be required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)
  • Bilingual French/English in an asset.
Benefits
  • health and well-being benefits
  • savings and retirement programs
  • paid time off
  • banking benefits and discounts
  • career development
  • reward and recognition programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
administrative supportreport creationclient account analysisreferral codingmarketing materials preparationcompliance documentationrisk managementclient servicebilingual communication
Soft Skills
mentorshipclient experienceteam collaborationwork prioritizationcommunication
Certifications
Investment Representative (IR)Canadian Investment Regulatory Organization (CIRO)