Client Service Associate

Become a Private Trust Client Service Associate at TD Wealth in Ottawa, Ontario. You will provide essential administrative and analytical support to enhance client relationships and ensure high-quality service delivery.

This role is vital for supporting Trust Officers and Private Trust Managers at TD Wealth. As an Associate, you'll maintain client documentation, respond to inquiries, and contribute to exceptional service standards. Strong communication skills are crucial, along with the ability to work independently and collaboratively in a team setting.

Key Responsibilities:

• Support relationship managers with client communications

• Maintain organized client profiles and documents

• Ensure timely response to client queries and requests

• Continuously develop knowledge on industry trends

• Collaborate with cross-functional teams to enhance service

Requirements:

• Undergraduate degree in a relevant field

• Progress in the Canadian Securities Course (CSC)

• Strong organizational and multitasking abilities

• Experience in finance or legal environments

• Excellent interpersonal and relationship-building skills

Elevate client interactions and support wealth management excellence at TD in Ottawa.
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