Client Service Associate at TD Wealth

Elevate client relationships with TD Wealth as a Client Service Associate in Edmonton, Alberta. Deliver tailored banking solutions and ensure a legendary experience for high net worth clients.

As a key player in TD Wealth’s Private Banking team, you'll provide essential administrative support to the Senior Private Banker while enhancing the client onboarding process. This role involves managing daily banking transactions, personal credit management, and proactive relationship-building with affluent clients by identifying growth opportunities.

Key Responsibilities:

• Provide exceptional client service at every interaction

• Assist in onboarding clients and recommending solutions

• Identify opportunities to expand client relationships

• Produce reports and manage correspondence as required

• Ensure accurate resolution of client inquiries and requests

Requirements:

• Preferred undergraduate degree

• 3 years of relevant experience in Private Banking

• Thorough knowledge of Retail Banking products and services

• Skills in handling sensitive customer information

• Willingness to complete the Canadian Securities Course

Bring your passion for client service and banking expertise to TD Wealth in Edmonton.
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