Serve TD Wealth clients in Toronto through private trust administration, client service, and detailed account support. Apply organization and communication skills in a 37.5-hour workweek.

As a Private Trust Client Service Associate, you will support individuals, corporations, and charitable entities. The position involves managing client and internal requests, supporting fiduciary responsibilities, and working with internal partners. You will help maintain accurate files, address risk items, and contribute to department initiatives.

Key Responsibilities:

- Provide exceptional client service and timely administration
- Manage requests from clients and internal partners
- Support timely fee and revenue collection
- Review accounts and files for risk quarterly
- Participate in projects, meetings, and knowledge sharing

Requirements:

- Undergraduate degree
- Solid organization, attention to detail, and prioritization
- Excellent communication skills and positive relationship skills
- Financial services industry experience
- CIRE or IFIC and TEP progress are assets

Bring client service, trust administration, communication, and risk awareness to TD Wealth’s Private Trust team in Toronto.

📌 Private Trust Client Service Associate (Toronto)
🏢 TD Bank Group
📍 Toronto