Opportunity Description
Advance your career in financial services as a Client Service Specialist with PIA in Oakville, Ontario. Focus on exceptional client interactions and thorough documentation management.
In this role with PIA, under TD Wealth, you’ll provide support to Investment Advisors (IAs) and clients through diligent preparation and communication. You'll create impactful reports, manage marketing materials, and ensure compliance with industry regulations. Strong interpersonal skills and a commitment to enhancing service quality are critical as you contribute to team performance.
Key Responsibilities:
• Prepare documentation and updates for advising sessions
• Create and analyze client account reports
• Process and manage leads with correct coding
• Maintain client information and marketing material
• Deliver high-quality responses to client inquiries
Requirements:
• Undergraduate degree or diploma preferred
• Licensed Investment Representative (IR) is required
• 1–2 ...
In this role with PIA, under TD Wealth, you’ll provide support to Investment Advisors (IAs) and clients through diligent preparation and communication. You'll create impactful reports, manage marketing materials, and ensure compliance with industry regulations. Strong interpersonal skills and a commitment to enhancing service quality are critical as you contribute to team performance.
Key Responsibilities:
• Prepare documentation and updates for advising sessions
• Create and analyze client account reports
• Process and manage leads with correct coding
• Maintain client information and marketing material
• Deliver high-quality responses to client inquiries
Requirements:
• Undergraduate degree or diploma preferred
• Licensed Investment Representative (IR) is required
• 1–2 ...
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