Elevate client experiences as a Private Banking Client Service Associate at TD Wealth in Edmonton, Alberta. Provide tailored banking solutions and exceptional service to high-net-worth clients, enhancing satisfaction and loyalty.
In this role, you will support the Senior Private Banker in servicing affluent clients while ensuring their banking needs are met. Your responsibilities will include client onboarding, recommending banking solutions, and addressing inquiries. You will also provide administrative support and actively identify opportunities for process improvement within a collaborative environment.
Key Responsibilities:
• Deliver exceptional client service at each interaction
• Assist with client onboarding and solution recommendations
• Produce reports and manage correspondence effectively
• Handle client inquiries with discretion and ownership
• Propose and participate in continuous process improvements
Requirements:
• Undergraduate degree preferred
• Minimum 3 years of relevant experience
• Knowledge of retail banking products and credit principles
• Completion of Canadian Securities Course or Investment Funds in Canada
• Robust communication skills for sensitive information handling
Drive client satisfaction through exceptional service and contribute to the success of TD Wealth's Private Banking team.
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📌 Private Banking Client Associate at TD (Alberta)
🏢 TD
📍 Alberta