Pia Client Service Associate

TD Bank

Brampton, Ontario, Canada
Base: $43,300 - $56,700 cad; bonus/equity: eligibl...
**
Specialized administrative support
Client account reporting
Adherence to compliance requirements
** TD Bank is seeking a Pia Client Service Associate in Brampton, Ontario, to provide specialized administrative support to Investment Advisors and deliver exceptional client service. The role requires attention to detail and strong communication skills, with candidates expected to have relevant experience in banking or administrative roles. **

Job Summary

  • Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
  • Prepare documentation and provide updates to IAs in preparation for client meetings, and create reports for analysis of client accounts.
  • Deliver the 'gold standard' client experience at every interaction with team members, colleagues and clients.

Matching Summary

Match Score: 75

** TD Bank is seeking a Pia Client Service Associate in Brampton, Ontario, to provide specialized administrative support to Investment Advisors and deliver exceptional client service. The role requires attention to detail and strong communication skills, with candidates expected to have relevant experience in banking or administrative roles. **

Salary

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

Skills & Requirements

Must-have

  • Specialized administrative support
  • Client account reporting
  • Adherence to compliance requirements
  • High level of client service

Nice-to-have

  • Attention to detail
  • Exacting standards
  • Willingness to help others
  • Legendary customer experience

Key Requirements

  • Undergraduate degree or community college diploma preferred
  • Licensed as an Investment Representative (IR) with CIRO
  • 1-2 years of relevant experience
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter