PIA Client Service Associate

Work Location

Markham, Ontario, Canada

Hours

37.5 hours per week

Line Of Business

TD Wealth

Pay Details

$43,300 - $56,700 CAD per year; eligible for commission‑based earnings.

Job Description

The Private Investment Advisory (PIA) Client Service Associate supports an Investment Advisor or team of Advisors through specialized administrative tasks, client correspondence, and frontline service. You will maintain a high level of client service, manage documentation, update client files, and support marketing and compliance requirements.

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/create leads and ensure correct referral coding administration ...