Join TD Wealth as a Private Client Services Associate in Vancouver, British Columbia, supporting Indigenous Trust Services. Deliver exceptional service while managing complex trust accounts and enhancing client experiences. In this role, you'll assist Trust Officers in their duties, ensuring meticulous administration and client support.
Your strong communication skills and attention to detail are vital as you maintain client profiles and facilitate effective interactions with relationship managers. The position involves working independently and collaboratively within a energetic, client-centric environment. Key Responsibilities:
- Provide administrative support to Trust Officers and managers
- Maintain accurate and organized client documentation
- Respond to calls and direct inquiries promptly
- Enhance professional knowledge to support trust services
- Collaborate with teams to meet client service commitments Requirements:
- Undergraduate degree with a focus on finance
- Completion or pursuit of Canadian Securities Course
- Working towards Trust & Estate Practitioner designation
- Strong communication and relational skills
- Ability to handle confidential information Elevate client service excellence and trust management with TD in Vancouver.