Elevate your career in wealth management as a Private Trust Client Service Associate at TD in Kitchener, Ontario. Provide vital administrative support while fostering lasting client relationships through personalized service.
In this role, you will assist Trust Officers and Private Trust Managers to deliver exceptional services to high-net-worth clients. Attention to detail, strong communication skills, and organization are paramount as you maintain accurate records and ensure all requests are handled promptly. This position offers a chance to develop your expertise in the wealth management domain while working autonomously in a collaborative team environment.
Key Responsibilities:
• Support relationship manager in meeting client service commitments
• Maintain accurate records and track outstanding items




• Respond to client inquiries and route calls accurately
• Contribute to business improvement through knowledge sharing
• Assist colleagues and keep team informed on tasks
Requirements:
• Undergraduate degree or diploma required
• Experience in financial services or legal environment preferred
• Robust organizational skills and attention to detail
• Communication and collaboration abilities essential
• Interest in Private Trust services a definite asset
Leverage your administrative expertise and commitment to client service as you thrive in this dynamic role at TD.
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📌 Private Trust Client Service Associate Role (Kitchener)
🏢 TD
📍 Kitchener