PIA Client Service Associate (Cobourg)

Location: Cobourg, Ontario, Canada. Hours: 37.5. Line of Business: TD Wealth. Pay range: $43,300 - $56,700 CAD, with commission-based earnings.

Responsibilities

• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, and identify referral opportunities.
• Accept and create leads and ensure correct referral coding administration.
• Submit marketing pieces for approval, compile client information packages, maintain marketing materials.
• Become familiar with and adhere to compliance requirements, including all aspects of recent and existing account documentation and marketing materials.
• Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full-service brokerage.
• Deliver the 'gold standard' cl...