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TD Bank
Private Banking Client Service AssociateTD Bank • Edmonton, Division No. 11, Canada
Private Banking Client Service Associate

Private Banking Client Service Associate

TD Bank • Edmonton, Division No. 11, Canada
18 days ago
Job type
  • Full-time
Job description

Job Overview

Lieu de travail : Edmonton, Alberta, Canada

Horaire : 37.5 heures par semaine

Secteur d’activité : Gestion de patrimoine

Rémunération : 52700 - 74400 CAD par an

Résumé du poste

TD Wealth, Private Wealth Management fournit aux clients à haute valeur nette (HNW) et ultra-haute valeur nette des solutions de conseil et de gestion de patrimoine sur mesure. En tant qu’Associate du Service Client en Private Banking, vous soutenez le Senior Private Banker (SPB) dans l’atteinte des résultats commerciaux, de la rentabilité et des référencements de partenaires.

Responsabilités

  • Offrir un service client exceptionnel à chaque interaction.
  • Aider au démarrage des clients et recommander des solutions de détail.
  • Être attentif aux opportunités de développer les relations existantes et les prospects.
  • Produire des rapports et rédiger la correspondance selon besoin.
  • Assurer la résolution satisfaisante des demandes des clients et coordonner les réponses avec les autres partenaires, si nécessaire.
  • Appliquer un jugement discret sur la gestion de la correspondance, de l’information et de toute question de confidentialité ; escalader les incidents lorsque cela est approprié.
  • Identifier, proposer et participer activement aux opportunités d’amélioration des processus.
  • Garantir la diligence requise pour soutenir l’exactitude de toutes les transactions / activités clientes.
  • Assumer la responsabilité de minimiser les risques opérationnels et réglementaires en conformité avec la Banque, le Code de conduite et la réglementation.

Qualifications et expérience

  • Diplôme de premier cycle préféré.
  • Minimum de 3 ans d’expérience pertinente.
  • Expérience démontrée en Private Banking ou expérience auprès de clients fortunés est requise.
  • Connaissance approfondie des produits de banque de détail, des systèmes et des services.
  • Compréhension des principes de crédit commercial et de détail.
  • Régionalement autonome, travail autonome avec peu de supervision.
  • Capacité à échanger des idées et des informations clients de manière concise et logique ; gestion de l’information sensible et résolution d’exceptions.
  • Achèvement du Canadian Securities Course (CSC) ou Investment Funds in Canada (IFIC), ou volonté d’accomplir dans les 12 mois.
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Private Banking Client Service Associate • Edmonton, Division No. 11, Canada

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