Loading, please wait...

customer service representative - financial services

Title posted on CareerBeacon - PIA Client Service Associate

Posted on April 30, 2025 by Employer details TD Bank

Job details

Work Location:Montréal, Quebec, CanadaHours:37.5Line of Business:TD WealthPay Details:$38,300 - $51,700 CADThis role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:CUSTOMERPrepare documentation and provide updates to IA(s) in preparation for client meetingsCreate reports for analysis of client accountsAccept/create leads &amp; ensure correct referral coding on TD LeadsReview newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packagesFamiliarity and adherence to compliance requirements as outlined in PIA's policies and procedures, including all aspects of new and existing account documentation and marketing materialsProvide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerageDeliver a legendary (gold standard) client experienceExecute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillarsProvide market quotes and track Dividends, RSPs, RIFsSHAREHOLDERPrioritize and manage own workload to meet SLA requirements for service and productivityConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateProtect the interests of the bank ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAdhere to internal policies/procedures and applicable regulatory guidelinesConduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practicesUse insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectivesMonitor service, productivity and assess efficiency levels within own functionImplement continuous process / performance improvements where opportunities existsEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities;Contribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand champion for your business area/function and the bank, both internally and/or externallyBREADTH &amp; DEPTH:Firs