TD PIA Client Service Associate Role

Join TD as a PIA Client Service Associate in Ottawa and contribute to exceptional client service. This full-time position focuses on assisting Investment Advisors while engaging with clients directly. In the role of Client Service Associate, you will support TD Private Wealth Management in delivering personalized advice and service. Your role involves handling administrative tasks and maintaining client communication, ensuring that their experience is consistently exceptional and seamless. Key Responsibilities:

• Draft documentation for client meetings with advisors
• Compile reports and perform client account analysis
• Respond to client inquiries across various channels
• Uphold compliance in account documentation
• Participate in team efforts to meet client needs

Requirements:

• Degree or diploma in a related field preferred
• 1-2 years of experience in financial or administrative roles
• Strong communication skills and client relationship focus
• Understanding of investment products is advantageous
• Licensing as an Investment Representative required

Utilize your skills in this rewarding position to enhance client interactions at TD. #J-18808-Ljbffr