Elevate client experiences as a PIA Client Service Associate at TD Wealth in Edmonton, Alberta. This role emphasizes attention to detail and provides specialized administrative support to Investment Advisors.
In this frontline position, you will facilitate exceptional service for high-value clients while collaborating closely with Advisors. Your core responsibilities include preparing documentation, creating analytical reports, and ensuring seamless communication about products and services, while identifying referral opportunities. This supports TD Private Investment Advice’s goal of fostering strong client relationships.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create reports analyzing client account performance
• Manage leads and referral coding administration
• Compile client information packages for Advisors
• Adhere to compliance requirements for documentation
Requirements:
• Undergraduate degree or diploma preferr...