Client Service Associate At Td Wealth Toronto

Client Service Associate At Td Wealth Toronto

14 Oct
|
The Toronto-Dominion Bank (Canada)
|
Toronto

14 Oct

The Toronto-Dominion Bank (Canada)

Toronto

Elevate your career in Private Banking with TD Wealth as a Client Service Associate in Toronto. Provide exceptional service to high-net-worth clients while supporting banking operations and client relationships. TD Wealth is seeking a Client Service Associate to assist its Senior Private Banker in delivering tailored banking solutions to affluent clients.

This role focuses on client onboarding and enhancing banking experiences through detailed administrative support. You will leverage your expertise in private banking to ensure a seamless client experience and coordinate effectively with other specialists. Key Responsibilities:
Provide exceptional client service at every interaction
Assist in onboarding and retail solution recommendations




Identify prospects to expand client relationships
Produce reports and correspond as needed
Resolve client inquiries and coordinate responses Requirements:
Undergraduate degree preferred with 3 years relevant experience
Proven skills in Private Banking or affluent client management
Familiarity with Retail Banking products and services
Knowledge of commercial and retail credit principles
Completion of CIRE or IFIC within a year Bring your client-focused approach and banking knowledge to TD Wealth, enhancing the experience of high-net-worth clients.

📌 Client Service Associate At Td Wealth Toronto
🏢 The Toronto-Dominion Bank (Canada)
📍 Toronto

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