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 setting. Key Responsibilities:
Provide administrative support to Trust Officers and managers
Maintain accurate and organized client documentation
Respond to calls and direct inquiries promptly
Enhance qualified 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.
📌 Indigenous Trust Services Client Associate Vancouver
🏢 TD
📍 Vancouver
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