Elevate client experiences with TD Wealth as a PIA Client Service Associate in Red Deer, Alberta. Focus on providing specialized administrative support to Investment Advisors while fostering client relationships.
In this frontline role, you will assist with the documentation and reporting needs of Investment Advisors, enhancing customer service interactions. Candidates with attention to detail, strong communication skills, and a desire to thrive in wealth management are ideal. This role supports not only immediate client needs but also contributes to long-term partnerships.
Key Responsibilities:
- Prepare documentation for client meetings
- Create reports for client account analysis
- Accept and create leads for referrals
- Maintain marketing materials and client packages
- Respond to client inquiries across multiple communication channels
Requirements:
- Undergraduate degree or community college diploma preferred
- 1-2 years of relevant experience in banking or administration
- Licensed as an Investment Representative (IR)
- Strong collaborative and independent work skills
- Knowledge of investment products is preferred
Become a pivotal part of TD Wealth's mission to provide legendary client service.
Client Service Associate at TD Wealth in Acme employer: TD
TD Securities is an exceptional employer located in Toronto, Ontario, offering a dynamic work environment that prioritizes innovation and professional growth. With a strong commitment to employee development, competitive compensation, and a comprehensive benefits package, TD fosters a culture of collaboration and inclusivity, empowering colleagues to thrive both personally and professionally. Join a forward-thinking team where your contributions are valued, and you can make a meaningful impact in the capital markets sector.
