# IA Centralized Client Service Associate at TD Bank

TD Bank is hiring an IA Centralized Client Service Associate for a remote role open to applicants in Canada. Level rates it Little AI ●○○○; you can [apply on TD Bank](https://jobsbylevel.com/go/d6785be1-984f-471d-b5f1-538917fb095a?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. Remote (Toronto, Ontario).

## Details

- Company: [TD Bank](https://jobsbylevel.com/companies/td-bank)
- AI level: AI Level 1 (score 38 out of 100)
- Location: Remote (Toronto, Ontario)
- Posted: November 8, 2026
- Apply: https://jobsbylevel.com/go/d6785be1-984f-471d-b5f1-538917fb095a?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=ia-centralized-client-service-associate-at-td-bank-4766ff

## Description

Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD 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: KEY ACCOUNTABILITIES CUSTOMER Provide consistent and accurate administrative support to IA(s) Prepare documentation and provide updates to IA(s) in preparation for client meetings Create reports for analysis of client accounts Accept/create leads & ensure correct referral coding on TD Leads Submit marketing pieces for approval and compile client information packages; maintain marketing materials and mail outs via Marketing Express Familiarity and adherence to compliance requirements as outlined in PIA’s policies and procedures, including all aspects of new and existing account documentation and marketing materials Provide a high level of Client service which includes responding to client requests via phone and email based on knowledge of full service brokerage Deliver a legendary (gold standard) client experience Provide market quotes and track Dividends, RSPs, RIFs SHAREHOLDER Prioritize and manage own workload to meet SLA requirements for service and productivity Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite Adhere to internal policies/procedures and applicable regulatory guidelines Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives Monitor service, productivity and assess efficiency levels within own function Implement continuous process / performance improvements where opportunities exists EMPLOYEE / TEAM Participate 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 interest Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participate in personal performance management and development activities, including cross training within own team Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contribute 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 workforce Act as a brand champion for your business area/function and the bank, both internally and/or externally BREADTH & DEPTH First level service professional requiring detailed knowledge of own direct products / services and key

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/ia-centralized-client-service-associate-at-td-bank-4766ff

Source: https://jobsbylevel.com/jobs/ia-centralized-client-service-associate-at-td-bank-4766ff

## Cite this page

Level. https://jobsbylevel.com/jobs/ia-centralized-client-service-associate-at-td-bank-4766ff.

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