Service client teletravail • ottawa on
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Description
:Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.
In addition, you will:
Support a designated relationship manager in meeting service commitments to Private Trust clients through highly personable communication and correspondence
Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers
Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflect TD's industry-leading high standards and guiding principles
Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date
Job Requirements:
Undergraduate degree
Working towards or completion of the Canadian Securities Course (CSC)
Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships
Strong organization skills, detail oriented and able to multi-task and prioritize workload
Experience in financial services and/or a legal environment; interest in building a career in Private Trust services (trust and estate administration) is an asset.
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