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 setting, 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
Robust 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