Pia client service associate

Updated: May 15, 2024 08:02 AM GMT

TD

Simcoe County, ON

Location: Georgian Bay South Shore (Angus)
Work Location:

Collingwood, Ontario, Canada

Hours:

37.5 Line of Business:
Gestion de patrimoine TD Pay Details:
We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

CUSTOMER
Prepare documentation and provide updates to IA(s) in preparation for client meetings
Create reports for analysis of client accounts
Accept/create leads & ensure correct referral coding on TD Leads
Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages
Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials
Provide a high level of... More Detail