Job Overview

PIA Client Service Associate – Kingston, Ontario, Canada. Full‑time, 37.5 hours per week.

Compensation

Pay range: $43,300 – $56,700 CAD per year, plus commission‑based earnings.

Responsibilities

• Provide dedicated, specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments.
• Correspond with clients and other branch staff.
• Prepare documentation and provide updates to IAs in preparation for client meetings.
• Create reports for analysis of client accounts; communicate with customers to provide mentorship 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, maintain marketing materials.
• Become familiar with and adhere to compliance requirements, including all aspects of new and e...