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. Key Responsibilities:
Draft documentation for client meetings with advisors
Compile reports and perform client
📌 Td Pia Client Service Associate Role Ottawa
🏢 TD Bank
📍 Ottawa
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