Private Banking Client Service Associate (Ontario)

Private Banking Client Service Associate (Ontario)

07 Nov
|
TD Bank Group
|
Ontario

07 Nov

TD Bank Group

Ontario

Serve high-net-worth clients in Toronto with TD Wealth through private banking service, client onboarding, and relationship support onsite. This full time role works 37.5 hours weekly.
As a Private Banking Client Service Associate, you support the Senior Private Banker with administrative activities and business results. You provide exceptional service, recommend retail solutions, coordinate inquiries, and connect clients with appropriate TD specialists. The position requires private banking or affluent-client experience, banking product knowledge, and sound credit understanding.
Key Responsibilities: Provide exceptional service during every client interaction
Assist onboarding and recommend appropriate retail solutions
Coordinate responses to client inquiries with partners




Produce reports and compose required correspondence
Support process improvements and accurate customer transactions
Requirements: Three years of relevant experience
Private banking or affluent-client experience
Knowledge of retail banking products, systems, and services
Understanding of commercial and retail credit principles
Undergraduate degree preferred and CIRE or IFIC completion
Apply private banking expertise, client service judgment, and credit knowledge supporting TD Wealth clients in Toronto.

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📌 Private Banking Client Service Associate (Ontario)
🏢 TD Bank Group
📍 Ontario

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