Private Trust Client Services Associate At Td (Vancouver)

Private Trust Client Services Associate At Td (Vancouver)

17 Oct
|
The Toronto-Dominion Bank (Canada)
|
Vancouver

17 Oct

The Toronto-Dominion Bank (Canada)

Vancouver

Elevate indigenous trust service delivery as a Private Trust Client Services Associate at TD in Vancouver. This role emphasizes trust account management and client communication excellence.Join TD Wealth to support trust administration for Indigenous clients. You will partner with Trust Officers, ensuring seamless service and client satisfaction. Key responsibilities include maintaining accounts, organizing documents, and providing prompt responses to client queries.Key Responsibilities:Support relationship managers with transparent client communicationMaintain client profiles and relevant account documentsEnsure organized and efficient service for clients and colleaguesRespond to client inquiries and requests promptlyContinuously enhance knowledge of trust services trendsRequirements:Undergraduate degree requiredCanadian Securities Course (CSC) completion or progressTrust & Estate Practitioner (TEP) status is an assetStrong collaborative and independent communication skillsAbility to maintain confidentiality and build relationshipsBring your skills in client support and trust administration to create exceptional experiences at TD in Vancouver.

📌 Private Trust Client Services Associate At Td (Vancouver)
🏢 The Toronto-Dominion Bank (Canada)
📍 Vancouver

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