Private Banking Client Service Associate

Description

:

TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, PrivateBanking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients. Our Private Banker's support everyday banking transactions, personal credit management and support our client's banking needs while connecting them with the right TD Specialists to manage their wealth management needs.

This roleis responsible forservicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results,profitabilityand partner referrals.

Accountabilities:

• Provide exceptional client service at every customer interaction

• Assistin client onboarding and recommending retail solutions

• Be alert for opportunities to expand existing client and prospect relationships

• Produce reports and compose correspondence asrequired

• Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary

• Consistently exercise discretion in managing correspondence,informationand all matters of confidentiality; escalate issues where appropriate

• Identify,suggestand activelyparticipatein process improvement opportunities

• Ensure necessary due diligence to support the accuracy of all customer transactions / activities

• Assume responsibility to minimize operational and regulatory risk bycomplying withBank and industry Code of Conduct

Skills & Education:

• Undergraduate degree is preferred

• 3 years relevant experience

• Demonstrated experience in Private Banking or experience in dealing with affluent clients isrequired

• Thorough knowledge of Retail Banking products, systems, and services

• Knowledge & understanding of commercial and retail creditprinciples

• A self-starter that works with minimal supervision

• Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions

• Completion of theCanadian Securities Course (CSC)or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet