Private Banking Client Service Associate TD Wealth (Windsor)

Private Banking Client Service Associate TD Wealth (Windsor)

21 Aug
|
The Toronto-Dominion Bank (Canada)
|
Windsor

21 Aug

The Toronto-Dominion Bank (Canada)

Windsor

Elevate client experiences at TD Wealth as a Private Banking Client Service Associate. This role is pivotal in supporting high-net worth clients through personalized banking solutions and exceptional service.

As a key player in TD Wealth Private Wealth Management, you will assist the Senior Private Banker by ensuring a seamless client journey. This role requires exceptional client service skills, alongside expertise in retail banking products and affluent client management.

You’ll be instrumental in coordinating responses, onboarding clients, and suggesting enhancements to existing processes.

Key Responsibilities:

- Provide exceptional service at every client interaction
- Assist in onboarding and retail solution recommendations




- Expand existing relationships with clients and prospects
- Produce reports and compose client correspondence
- Resolve client inquiries and coordinate with partners

Requirements:

- Preferred undergraduate degree with 3 years of experience
- Background in private banking with affluent clients
- Robust understanding of retail banking products
- Willingness to complete Canadian Securities Course
- Ability to manage sensitive client information

Bring your experience in private banking and client service to contribute meaningfully to TD Wealth’s success.

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📌 Private Banking Client Service Associate TD Wealth (Windsor)
🏢 The Toronto-Dominion Bank (Canada)
📍 Windsor

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