PIA Client Service Associate

Work Location: Courtenay, British Columbia, Canada

Hours: 37.5

Line Of Business: TD Wealth

Pay Details: $43,300 - $56,700 CAD (commission based earnings available)

Job Description

PIA Client Service Associate supports an Investment Advisor (IA) or team of advisors, handling administrative tasks and client communication to ensure a high level of client service and compliance.

Responsibilities

• Prepare documentation and provide updates to IAs for client meetings
• Create reports for client account analysis and identify referral opportunities
• Accept and create leads, ensuring correct referral coding
• Submit marketing pieces for approval and maintain marketing materials
• Adhere to compliance requirements for account documentation and marketing
• Respond to phone, mail, and electronic enquiries based on brokerage knowledge
• Deliver a high level of client experience and...