Dynamic Client Service Associate for Private Trust Operations (Edmonton)

Dynamic Client Service Associate for Private Trust Operations (Edmonton)

17 Apr
|
TD
|
Edmonton

17 Apr

TD

Edmonton

Exciting prospect for a dedicated Client Service Associate to support Private Trust operations with a focus on client satisfaction. This role combines administrative excellence with personalized communication in a Trust-focused environment.
As a Client Service Associate, you will provide comprehensive support to Trust Managers, handling everything from client documentation to service inquiries. Your role will be pivotal in maintaining client relationships and fostering a culture of exceptional service delivery. Continual professional development in Trust management practices is encouraged.
Key Responsibilities:
• Assist Trust Managers with client service commitments
• Maintain accurate records for all clients and accounts
• Respond to client questions and concerns proactively




• Ensure effective communication across the Trust team
• Keep informed about industry developments and trends
Requirements:
• Undergraduate degree required
• 1 to 3 years relevant experience preferred
• Knowledge of Trust operations is beneficial
• Strong verbal and written communication skills
• Capability to work independently and as part of a team
Take on the role of Client Service Associate and provide top-tier support in Private Trust, valuing client satisfaction and operational efficiency.
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📌 Dynamic Client Service Associate for Private Trust Operations (Edmonton)
🏢 TD
📍 Edmonton

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