Client Service Associate (Hybrid) - (Toronto)

Client Service Associate (Hybrid) - (Toronto)

26 Oct
|
BFL Canada
|
Toronto

26 Oct

BFL 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 interactionAssist in onboarding and retail solution recommendationsIdentify opportunities to expand client relationshipsProduce reports and correspond as neededResolve client inquiries and coordinate responsesRequirements:Undergraduate degree preferred with 3 years relevant experienceProven skills in Private Banking or affluent client managementFamiliarity with Retail Banking products and servicesKnowledge of commercial and retail credit principlesCompletion of CIRE or IFIC within a yearBring your client-focused approach and banking knowledge to TD Wealth, enhancing the experience of high-net-worth clients.

📌 Client Service Associate (Hybrid) - (Toronto)
🏢 BFL Canada
📍 Toronto

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