Location
nanaimo, regional district of nanaimo, Canada
Posted
June 10, 2026
Job Description
Enhance client relations through a Client Service Associate role at TD Private Wealth Management. This position requires managing administrative duties and communication to ensure an exceptional client experience.
As a PIA Client Service Associate, your primary responsibilities will include assisting Investment Advisors and maintaining compliance documentation. You will prepare vital reports, manage leads, and ensure adherence to marketing requirements while fostering high-level client service. Ideal candidates will work independently while contributing positively to a collaborative team.
Key Responsibilities:
• Prepare client meeting documentation for Investment Advisors
• Analyze client accounts to identify referral opportunities
• Handle lead creation and management with precise documentation
• Submit marketing materials and maintain compliance
• Address inquiries through phone, mail, and electronic channels
Requirements:
• Preferred undergraduate degree o...
As a PIA Client Service Associate, your primary responsibilities will include assisting Investment Advisors and maintaining compliance documentation. You will prepare vital reports, manage leads, and ensure adherence to marketing requirements while fostering high-level client service. Ideal candidates will work independently while contributing positively to a collaborative team.
Key Responsibilities:
• Prepare client meeting documentation for Investment Advisors
• Analyze client accounts to identify referral opportunities
• Handle lead creation and management with precise documentation
• Submit marketing materials and maintain compliance
• Address inquiries through phone, mail, and electronic channels
Requirements:
• Preferred undergraduate degree o...