29 Sep
|
TD Bank
|
Winnipeg
Drive client satisfaction as a Private Trust Client Service Associate with TD Wealth in Winnipeg, Manitoba. Focus on delivering high-quality trust administration and support to Indigenous clients, enhancing client experiences. In the heart of TD Private Trust, you'll provide vital assistance to Trust Officers and support the management of complex trust accounts.
Your role will involve maintaining client profiles and collaborating with team members to ensure timely and accurate service delivery, pivotal in fostering long-term client relationships. Key Responsibilities:
- Support relationship managers in client service excellence
- Maintain organized client profile and account documents
- Deliver exceptional service reflecting TD's standards
- Efficiently address incoming client requests and inquiries
- Enhance your expertise in trust services and industry developments Requirements:
- Bachelor's degree or equivalent experience
- Actively pursuing Canadian Securities Course (CSC)
- Trust & Estate Practitioner (TEP) knowledge is advantageous
- Robust communication and relationship-building skills
- Capacity to work independently and in collaboration Enhance your skills and create value for clients in the Private Trust team at TD Wealth.
📌 Client Service Associate in Private Trust (Winnipeg)
🏢 TD Bank
📍 Winnipeg