Private Trust Client Service Associate

Website Toronto Dominion Bank

Job 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 a 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.

Job Responsibilities:

  • Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
  • Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
  • 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 reflects TD’s industry-leading high standards and guiding principles

Job Requirements:

  • Strong communication skills with the ability to work collaboratively, confidentially and independently, follow instructions/direction, and build relationships
  • Undergraduate degree
  • Working towards or completion of the Canadian Securities Course (CSC)
  • Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Mississauga, ON, CA

Application Deadline: N/A

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