Found Description
Drive exceptional client service as a Client Service Support Associate at PIA in Toronto, Ontario. Work closely with Investment Advisors to enhance client interactions and experiences.
As a Client Service Support Associate at PIA, you'll specialize in administrative support for Investment Advisors. This role includes preparing necessary documents and client reports, ensuring compliance, and delivering outstanding service. Your efforts will be critical in creating a high-quality experience for valued clients, facilitating their wealth management journeys.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create reports and communicate findings to clients
• Accept leads and ensure proper referral coding
• Submit marketing materials for approval and maintain packages
• Address client inquiries through phone, mail, and electronic means
Requirements:
• Undergraduate degree or community college diploma preferred
• CIRO Investment Re...
As a Client Service Support Associate at PIA, you'll specialize in administrative support for Investment Advisors. This role includes preparing necessary documents and client reports, ensuring compliance, and delivering outstanding service. Your efforts will be critical in creating a high-quality experience for valued clients, facilitating their wealth management journeys.
Key Responsibilities:
• Prepare documentation and updates for client meetings
• Create reports and communicate findings to clients
• Accept leads and ensure proper referral coding
• Submit marketing materials for approval and maintain packages
• Address client inquiries through phone, mail, and electronic means
Requirements:
• Undergraduate degree or community college diploma preferred
• CIRO Investment Re...
Ready to Apply?
Submit your application for Client Service Support Associate at PIA at The Toronto-Dominion Bank (Canada)
Apply Now