Join TD Wealth as a Client Service Associate focused on delivering high-quality service to high-net-worth individuals in Ottawa. Your expertise in private banking will enhance client satisfaction.
This role aims to support affluent clients with customized banking solutions and exceptional service. Working closely with the Senior Private Banker, you'll be responsible for fostering a legendary client experience while ensuring compliance and operational integrity.
Key Responsibilities:
• Ensure exceptional client service at each interaction
• Support client onboarding and suggest appropriate retail solutions
• Be proactive in expanding client relationships
• Manage client inquiries and coordinate with the team
• Maintain high standards of confidentiality for client information
Requirements:
• Undergraduate degree preferred
• Minimum 3 years of relevant experience in banking
• Deep understanding of retail banking and credit principles
• Ability to work with minimal supervision
• Completion or willingness to complete the Canadian Securities Course
Utilize your banking expertise to create memorable client experiences in a rewarding role at TD Wealth.
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📌 Client Service Associate for High Net Worth Clients (Quebec City)
🏢 TD
📍 Quebec City
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