Job Description: Are you admired for your attention to detail, exacting standards and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience. Job Responsibilities: Accept/create leads and ensure correct referral coding administration Deliver the ‘gold standard’ client experience at every interaction with team members, colleagues and clients; prioritize and handle own work and consistently exercise discretion Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials Use insights to continually improve individual and team performance for clients Adhere to all policies and procedures and maintain a culture and operation of risk management Prepare documentation and provide updates to IAs in preparation for client meetings Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage Submit marketing pieces for approval, compile client information packages, maintain marketing materials and “Marketing Express” mail-outs Job Requirements: Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative or Registered Representative Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently Undergraduate degree or community college diploma preferred Job Details: Company: Toronto-Dominion Bank Vacancy Type: Full Time Job Location: Ottawa, Ontario, CA Application Deadline: N/A Apply Here vacanciesforyou.net
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