PIA Client Service Associate

Provide dedicated specialized administrative support to an Investment Advisor or team of Advisors.,Correspond with clients and other branch staff.,Prepare documentation and provide updates to Investment Advisors for client meetings.,Create reports for analysis of client accounts.,Communicate with customers to provide guidance on products and services, and identify referral opportunities.,Accept/create leads and ensure correct referral coding administration.,Submit marketing pieces for approval, compile client information packages, and maintain marketing materials.,Become familiar with and adhere to compliance requirements, including new and existing account documentation and marketing materials.,Provide a high level of client service, responding to phone, mail, and electronic enquiries.,Deliver a 'gold standard' client experience at every interaction with team members, colleagues, and clients.,Prioritize and handle own work, consistently exercising discretion.,Adhere to all policies and procedures and maintain a culture and operation of risk management.,Use insights to continually improve individual and team performance for clients.,Participate fully as a team member, continually improving knowledge and keeping others informed.

Undergraduate degree or community college diploma preferred.,Required to be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO).,1–2 years of relevant experience, ideally in banking, administrative roles, or related fields.

Undergraduate degree or community college diploma