Enhance client relations and trust services with TD Wealth as a Private Trust Client Service Associate in Kitchener, Ontario. Deliver seamless support to Trust Officers while ensuring high standards in service delivery.

In this integral role, you will support a relationship manager and maintain communication with Private Trust clients. Your responsibilities include accurate record-keeping, tracking outstanding items, and prompt response to client inquiries. The position requires a detail-oriented individual prepared to work collaboratively in a agile environment, contributing to client satisfaction and team success.

Key Responsibilities:

- Assist relationship managers with client service commitments
- Maintain accurate records and track outstanding requests




- Deliver organized and efficient client service
- Handle incoming inquiries and route appropriately
- Improve knowledge on industry trends and developments

Requirements:

- Undergraduate degree or diploma
- STEP Canada course completion or progress needed
- Experience in financial services or legal settings
- Strong communication and organizational skills
- Detail-oriented with ability to multitask

Support TD Wealth in fostering lasting client relationships through exceptional service and expertise.

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📌 Client Service Associate at TD Wealth (Kitchener)
🏢 TD
📍 Kitchener