Found Description
Join TD Wealth as a PIA Client Service Associate in Lloydminster, Alberta, where you will provide specialized support to Investment Advisors. Deliver the highest standards of client service consistently.
As a key member of the team, you will handle client interactions, prepare crucial documentation for meetings, and create comprehensive client reports. Your role will involve managing leads, adhering to compliance requirements, and ensuring the proper flow of marketing materials. Collaborate effectively with colleagues while fostering strong client relationships.
Key Responsibilities:
• Prepare documentation and reports for client consultations
• Mentor clients on products and referral opportunities
• Ensure compliance with all account documentation
• Create and manage marketing materials for client engagement
• Provide outstanding service through electronic and phone inquiries
Requirements:
• Preference for an u...
As a key member of the team, you will handle client interactions, prepare crucial documentation for meetings, and create comprehensive client reports. Your role will involve managing leads, adhering to compliance requirements, and ensuring the proper flow of marketing materials. Collaborate effectively with colleagues while fostering strong client relationships.
Key Responsibilities:
• Prepare documentation and reports for client consultations
• Mentor clients on products and referral opportunities
• Ensure compliance with all account documentation
• Create and manage marketing materials for client engagement
• Provide outstanding service through electronic and phone inquiries
Requirements:
• Preference for an u...