Private Banking Client Service Associate Job Edmonton area,Alberta Canada,Finance & Banking

Description

Department Overview

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private Banking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients. Our Private Banker's support everyday banking transactions, personal credit management and support our client's banking needs while connecting them with the right TD Specialists to manage their wealth management needs.

This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.

Accountabilities:

Provide exceptional client service at every customer interaction

Assist in client onboarding and recommending retail solutions

Be alert for opportunities to expand existing client and prospect relationships

Produce reports and compose correspondence as required

Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary

Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate

Identify, suggest and actively participate in process improvement opportunities

Ensure necessary due diligence to support the accuracy of all customer transactions / activities

Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

Skills &

Education:

Undergraduate degree is preferred

3 years relevant experience

Demonstrated experience in Private Banking or experience in dealing with affluent clients is required

Thorough knowledge of Retail Banking products, systems, and services

Knowledge & understanding of commercial and retail credit principles

A self-starter that works with minimal supervision

Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions

Completion of the Canadian Investment Regulatory Exam (CIRE) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

Who We Are:

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 businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.

TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the…


Increase/decrease your Search Radius (miles)



Job Posting Language