06 Sep
|
TD Bank
|
Ottawa
Join TD as a PIA Client Service Associate in Ottawa and contribute to exceptional client service. This full time position focuses on assisting Investment Advisors while engaging with clients directly. In the role of Client Service Associate, you will support TD Private Wealth Management in delivering personalized advice and service.
Your role involves handling administrative tasks and maintaining client communication, ensuring that their experience is consistently exceptional and seamless. Draft documentation for client meetings with advisors
- Compile reports and perform client account analysis
- Uphold compliance in account documentation
- Degree or diploma in a related field preferred
- 1-2 years of experience in financial or administrative roles
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📌 TD PIA Client Service Associate Role (Ottawa)
🏢 TD Bank
📍 Ottawa