Provide exceptional client support as a PIA Client Service Associate at TD Wealth in Lloydminster, Alberta. Engage with advisors and clients to deliver top-tier service every day.
This role requires dedicated administrative assistance to an Investment Advisor or team, ensuring the best client experience. You'll prepare documentation, create client reports, and mentor customers regarding products and services. You'll maintain compliance, manage referrals, and stay informed on account documentation updates.
Key Responsibilities:
• Prepare documentation for client meetings with Advisors
• Create insightful reports on client accounts and services
• Manage leads and ensure proper referral coding
• Submit marketing materials for approval and maintenance
• Respond promptly to inquiries via phone, mail, and email
Requirements:
• Undergraduate degree or community college diploma preferred
• Licensed Investment Representative (IR) with CIRO
• 1–2 years experience...