Join TD Wealth as a Private Banking Client Service Associate in Edmonton, Alberta, ensuring legendary client experiences for high-net-worth individuals. Your focus on superior service will enhance our affluent clients' banking interactions.

This position emphasizes administrative support for the Senior Private Banker while fostering valuable relationships with clients. You will aid in onboarding processes, recommend tailored banking services, and ensure timely resolution of client inquiries. Your commitment to excellence is pivotal in achieving business results within our Private Banking division.

Key Responsibilities:
• Provide outstanding client service consistently
• Facilitate onboarding and onboarding recommendations for current clients
• Maintain accurate reporting and correspondence




• Ensure swift resolution of client inquiries and issues
• Engage in identifying areas for process enhancement

Requirements:
• Preferred undergraduate degree
• 3 years of experience within Private Banking or with affluent clients
• Familiarity with retail banking and credit products
• Willingness to complete Canadian Securities Course or Investment Funds
• Ability to communicate effectively while handling sensitive data

Enhance client experiences and play a key supportive role in the TD Wealth Private Banking sector.
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📌 Client Service Associate - Private Banking (Alberta)
🏢 TD
📍 Alberta