Trust Client Service Associate - TD Vancouver

Trust Client Service Associate - TD Vancouver

16 Aug
|
TD Bank
|
Vancouver

16 Aug

TD Bank

Vancouver

Join TD as a Private Trust Client Service Associate, focusing on Indigenous Trust Services in Vancouver. This role, available in a remote format, offers growth in trust administration and client support.
You will support Trust Officers in maintaining trust accounts for Indigenous clients, ensuring the delivery of an exceptional client experience. This position emphasizes your analytical and administrative skills while fostering meaningful relationships with clients.
Key Responsibilities:
• Support relationship managers with client service tasks
• Maintain accurate client profiles and documents
• Respond to client inquiries in a timely manner
• Ensure high-quality service delivery to clients
• Participate in team collaborations to enhance operations
Requirements:
• Must hold an undergraduate degree
• Completion of the Canadian Securities Course (CSC) is necessary
• Aspirants for TEP certification are welcome
• Excellent communication and relationship-building skills
• Ability to operate independently in a complex setting
Become a crucial asset in fostering client relationships through Indigenous Trust Services at TD in Vancouver.
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📌 Trust Client Service Associate - TD Vancouver
🏢 TD Bank
📍 Vancouver

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