Client Service Associate at TD Private Wealth

Support high-value clients as a Client Service Associate with TD Private Wealth Management. This role involves administrative tasks, client communication, and compliance documentation to enhance the overall client experience.
As a PIA Client Service Associate, you will assist Investment Advisors by preparing documentation and updating them for client meetings. Your responsibilities will include lead creation, client account analysis, and ensuring compliance with marketing materials. This position is ideal for individuals who thrive in a collaborative environment while delivering exceptional client service.
Key Responsibilities:
• Prepare documentation for Investment Advisors' client meetings
• Create detailed reports for account analysis and referrals
• Generate and manage leads with accurate referral coding
• Submit marketing materials for compliance and approval
• Respond to inquiries promptly via all channels
Requirements:
• Undergraduate degree or communi...