Private Banking Client Service Associate
Description
The Private Banking Client Service Associate supports the Senior Private Banker in delivering exceptional service to High Net Worth (HNW) clients within TD Wealth Private Wealth Management. This role involves administrative support, assisting with client onboarding, resolving inquiries, identifying growth opportunities, and ensuring compliance with banking regulations to provide a legendary client experience.
What We're Looking For
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,
3 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 principles,
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year
Ideal Candidate
Undergraduate degree is preferred,Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year
Minimum Education
Undergraduate Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
About the Company
The Toronto-Dominion Bank
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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