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 cooperative workplace. 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.