Client Service Associate - Private Banking at TD

Elevate your career in client service with TD Wealth in Toronto, Ontario. As a Private Banking Client Service Associate, you’ll deliver exceptional support for High Net Worth clients while managing essential banking transactions.

This role focuses on providing outstanding service to affluent HNW clients within TD Wealth Private Wealth Management. You will assist Senior Private Bankers in achieving business goals, onboarding clients, and recommending tailored banking solutions. Strong knowledge of retail banking and credit management will enhance your interactions and client experience.

Key Responsibilities:

• Provide exceptional service during client interactions

• Assist in client onboarding and recommending solutions

• Identify opportunities to expand client relationships

• Coordinate responses for client inquiries

• Participate actively in process improvement initiatives

Requirements:

• Bachelor’s degree preferred

• Three years of relevant experience in Private Banking

• Knowledge of banking products and services

• Completion of Canadian Investment Regulatory Exam (CIRE) preferred

• Ability to manage sensitive information responsibly

Bring your problem-solving skills and client service expertise to make a legendary impact at TD Wealth.
#J-18808-Ljbffr