Private Trust Client Service Associate

Calgary, Alberta, Canada

37.5

TD Wealth

$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  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.

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.

Private Trust builds dynamic and long-lasting relationships with high-net-worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to the client’s wishes for future generations.

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate , you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

• Support a designated relationship manager in meeting service commitments to Private Trust clients through highly personable communication and correspondence
• Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers
• Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflect TD’s industry-leading high standards and guiding principles
• Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
• Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
• Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date

• Undergraduate degree
• Working towards or completion of the Canadian Securities Course (CSC)
• Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
• Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships
• Strong organization skills, detail oriented and able to multi-task and prioritize workload
• Experience in financial services and/or a legal environment; interest in building a career in Private Trust services (trust and estate administration) is an asset.

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and…