Client Service Associate at TD Wealth

Elevate your career in Private Banking with TD Wealth as a Client Service Associate in Toronto. Provide exceptional service to high-net-worth clients while supporting banking operations and client relationships.

TD Wealth is seeking a Client Service Associate to assist its Senior Private Banker in delivering tailored banking solutions to affluent clients. This role focuses on client onboarding and enhancing banking experiences through detailed administrative support. You will leverage your expertise in private banking to ensure a seamless client experience and coordinate effectively with other specialists.

Key Responsibilities:

• Provide exceptional client service at every interaction

• Assist in onboarding and retail solution recommendations

• Identify opportunities to expand client relationships

• Produce reports and correspond as needed

• Resolve client inquiries and coordinate responses

Requirements:

• Undergraduate degree preferred with 3 years relevant experience

• Proven skills in Private Banking or affluent client management

• Familiarity with Retail Banking products and services

• Knowledge of commercial and retail credit principles

• Completion of CIRE or IFIC within a year

Bring your client-focused approach and banking knowledge to TD Wealth, enhancing the experience of high-net-worth clients.