Private Wealth Client Support Specialist

TD; London; On-site; CAD 43,000 - 57,000; Full time

Job summary

TD Private Investment Advice is seeking a PIA Client Service Associate in London, Ontario. You will provide specialized administrative support to Investment Advisors, manage client communications, and help maintain client information packages and marketing materials.

The role emphasizes exceptional client service, confidentiality, and collaboration within a wealth management team. A relevant undergraduate degree or college diploma is preferred, with strong communication skills required.

Qualifications

• Undergraduate degree or community college diploma preferred.
• Strong communication skills with the ability to build relationships and work collaboratively, confidentially, and independently.

Responsibilities

• Provide dedicated administrative support to an Investment Advisor or team of Advisors on diverse assignments.
• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts and communicate with customers to provide mentorship on products and services.
• Accept/create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval and maintain client information packages and marketing materials.
• Adhere to compliance requirements, including all account documentation and marketing materials.
• Deliver a high level of client service via phone, mail, and electronic inquiries with knowledge of full-service brokerage.
• Maintain risk management culture and collaborate with team to improve performance.

Skills

Strong communication skills

Relationship building

Confidentiality

Education

Undergraduate degree or community college diploma

Job description

TD Private Investment Advice is seeking a PIA Client Service Associate in London, Ontario. You will provide specialized administrative support to Investment Advisors, manage client communications, and help maintain client information packages and marketing materials.

The role emphasizes exceptional client service, confidentiality, and collaboration within a wealth management team. A relevant undergraduate degree or college diploma is preferred, with strong communication skills required.