Private Trust Client Service Associate Role Kitchener

Private Trust Client Service Associate Role Kitchener

07 Aug
|
TD
|
Kitchener

07 Aug

TD

Kitchener

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, solid 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 agile role at TD.
J-18808-Ljbffr

📌 Private Trust Client Service Associate Role Kitchener
🏢 TD
📍 Kitchener

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