Private Banking Client Service Associate

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth Pay Details:$52,700 - $74,400 CADTD 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.

Job Description:

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 preferred3 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 principlesA 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.

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