Centralized Client Service Associate

Website Toronto Dominion Bank

Job Description:

The IA Centralized Client Service Associate (CCSA) is responsible for delivering exceptional service to Investment Advisors and their clients, ensuring compliance to regulatory and business policies and requirements. Reporting to the Centralized Manager, Client Service (CMCS), the CCSA contributes to the achievement of business goals through efficient, accurate and timely fulfillment of IA and client requests.

Job Responsibilities:

  • Own and actively participate in personal development activities and initiatives
  • Participate fully as a member of the team, providing support to peers by serving as a resource and providing timely communication of issues/ points of interest
  • Contribute to a fair, positive and equitable environment that supports a diverse workforce
  • Proactively offer support and coverage for the larger FRST team
  • Promote a positive work environment and culture of innovation, teamwork, diversity and performance

Job Requirements:

  • Possess strong judgment and problem-solving skills
  • IIROC licensing (IR) is/will be required
  • Mandarin/Cantonese language skills
  • Must be able to work well independently and as a part of a larger team
  • Proven client service skills

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Edmonton, AB, CA

Application Deadline: N/A

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