Client Service Associate

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 $52.7k - $74.4k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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TD

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1855

🏦 Banking

💸 Finance

🛡️ Insurance

💰 Grant on 2023-10

Banking • Finance • Insurance

TD is one of North America's biggest banks offering a wide range of banking services including personal and business banking, insurance, wealth management, and securities. TD is committed to sustainability, diversity, equity, and inclusion, ensuring a supportive and inclusive workplace where employees are empowered to grow. The bank provides various roles and career opportunities across different regions with a focus on community impact and professional development. TD's culture is defined by care and respect, aimed at benefiting their business performance, customers, and communities.

📋 Description

• Provide consistent and accurate administrative support to Investment Advisors • Prepare documentation and updates for client meetings • Create reports for client account analysis • Accept/create leads and ensure correct referral coding on TD Leads • Submit marketing materials for approval and compile client information packages • Maintain marketing materials and mail-outs via Marketing Express • Respond to client requests by phone and email • Deliver a high-level, gold-standard client experience • Provide market quotes and track dividends, RSPs, and RIFs • Prioritize and manage workload to meet SLA and productivity requirements • Conduct reporting and meaningful analysis, draw conclusions, make recommendations, and assess program effectiveness • Coordinate efforts and resources with customer and sales teams • Monitor service and productivity and implement process improvements • Participate in teamwork, knowledge transfer, cross-training, and performance development • Keep stakeholders informed about project and activity progress • Protect bank interests, manage risks, and escalate non-standard or high-risk transactions

🎯 Requirements

• Undergraduate Degree or Community College Diploma preferred • Completion of the Canadian Securities Course and Conduct and Practices Handbook • Licensed with Investment Industry Regulatory Organization of Canada (IIROC) as an Investment Representative (IR) or Registered Representative (RR) • Detailed knowledge of own direct products/services and key competitors • Basic understanding of the business developed through education, training and/or experience • Foundational understanding of competitors, target industries and customer segments • Familiarity with PIA compliance policies and procedures • Knowledge of full service brokerage • Ability to adhere to internal policies/procedures and applicable regulatory guidelines • Ability to manage confidentiality, identify risks, and escalate high-risk activities • Ability to meet service-level agreement and productivity requirements

🏖️ Benefits

• Base salary • Variable compensation • Health and well-being benefits • Savings and retirement programs • Paid time off • Banking benefits and discounts • Career development • Reward and recognition programs • Regular development conversations • Training programs • Online learning platform • Mentoring programs • Training and onboarding sessions • Interview accommodations, including accessible meeting rooms and captioning for virtual interviews

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