Pia Client Service Associate

TD Bank

Waterloo, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
Administrative support for investment advisors
Client account analysis and reporting
Client communication and service
Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments

Job Summary

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion.
  • TD is committed to providing fair and equitable compensation opportunities to all colleagues, with growth opportunities and skill development defining features of the colleague experience.

Matching Summary

Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.

Salary

Base: $43,300 - $56,700 CAD; Bonus/Equity: Eligible for commission based earnings; Benefits: Not specified

Skills & Requirements

Must-have

  • Administrative support for Investment Advisors
  • Client account analysis and reporting
  • Client communication and service
  • Adherence to compliance requirements
  • Risk management adherence

Nice-to-have

  • Attention to detail and exacting standards
  • Legendary customer experience focus
  • Holistic goals discovery approach
  • Team player and knowledge sharing

Key Requirements

  • Undergraduate degree or diploma preferred
  • Must be licensed as Investment Representative (CIRO)
  • 1-2 years relevant experience
  • Strong communication and relationship-building skills

Work Rights

Not specified

Tailored Resume

Cover Letter