Private Banking Client Service Associate

2 weeks ago

Edmonton, Alberta, Canada TD Bank Full time

Work Location:

Edmonton, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

CUSTOMER
-
Provide exceptional client service at every customer interaction:

-
Produce reports and compose correspondence as required:

-
Execute on client products and services with the utmost in accuracy:

-
Verify and correct any errors or omissions with transactions in a timely manner:

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

-
Assemble required documentation as requested in preparation for client meetings

SHAREHOLDER
-
Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate:

-
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite:

-
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists:

-
Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth:

-
Support the timely and accurate completion of business processes and procedures:

-
Protect the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary:

-
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations:

-
Identify, suggest and actively participate in process improvement opportunities:

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

-
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM
-
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest:

-
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit:

-
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques:

-
Participate in personal performance management and development activities, including cross training within own team:

-
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities:

-
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate
:

-
Contribute to a fair, positive and equitable environment that supports a diverse workforce:

-
Act as a brand champion for your business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

-
A self-starter that works with mínimal supervision:

-
Demonstrated experience in Private Banking and experience in dealing with affluent clients is required:

-
Acts as a sales process/product expert to customers and/or internal partners:

-
Identifies complex problems and formulates the most appropriate solution:

-
Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives:

-
Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported:

-
Implements sales and customer service procedures and approaches to complete work:

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

EXPERIENCE AND / OR EDUCATION
-
Undergraduate degree (in related field) is an asset and / or:

-
1+ years relevant experience

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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
**TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, ar

  • Pic Private Client Service Associate

    2 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Private Investment Counsel provides the highest level of...

  • Private Client Operational Intern

    2 weeks ago

    Edmonton, Alberta, Canada CC&L Private Capital Full time

    Position: Private Client Operational Intern Location: Edmonton, Alberta Job Id: 1530 # of Openings: 1 Private Client Operational Intern Fall Term (September December 2024) Connor, Clark & Lunn Private Capital Ltd. Edmonton, AB The Position CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join our Operational Specialist Team...

  • Private Client Associate

    4 weeks ago

    Edmonton, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...

  • Private Client Associate

    2 months ago

    Edmonton, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...

  • Associate, Commercial Banking

    2 weeks ago

    Edmonton, Alberta, Canada ATB Financial Full time

    OUR BOTTOM LINE IS DIFFERENT.There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our...

  • Pic Client Relationship Associate

    2 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Private Investment Counsel provides the highest level of...

  • Private Client Group Intern

    2 weeks ago

    Edmonton, Alberta, Canada Raymond James Financial, Inc. Full time

    Private Client Group InternAt Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs._ Private Client Group __Intern_**How...

  • VP, Private Banker

    2 weeks ago

    Edmonton, Alberta, Canada Squires Partners Inc. Full time

    VP, Private Banker – BERMUDAConsider relocating to put your Private Banking background to good use in balmy, low-tax Bermuda Enjoy an idyllic island lifestyle, gain valuable experience in a premier offshore financial center while earning a USD based income with low taxation (approx. 7-8%).We are searching for a highly qualified professional to join our...

  • VP, Private Banker

    2 weeks ago

    Edmonton, Alberta, Canada Squires Partners Inc. Full time

    VP, Private Banker – BERMUDAConsider relocating to put your Private Banking background to good use in balmy, low-tax Bermuda Enjoy an idyllic island lifestyle, gain valuable experience in a premier offshore financial center while earning a USD based income with low taxation (approx. 7-8%).We are searching for a highly qualified professional to join our...

  • Pia Client Service Associate

    2 weeks ago

    Edmonton, Alberta, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance...

  • Client Service Associate

    4 weeks ago

    Edmonton, Alberta, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Client Service Associate

    2 months ago

    Edmonton, Alberta, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Client Service Associate

    2 weeks ago

    Edmonton, Alberta, Canada Raymond James Financial, Inc. Full time

    Client Service Associate At Raymond James, __we __develop, __we __collaborate, __we __decide, __we __deliver, and __we __improve together_.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs._ Administrative...

  • Associate Director, Regulatory Services

    2 weeks ago

    Edmonton, Alberta, Canada KV Capital Inc. - 341564 Full time

    In 2006, we started the journey to simplify the complex world of finance. Since then, our team and our service offerings have grown, and we continue to remain focused on making transactions easy for our clients. Today, we deliver both expert solutions and peace-of-mind for our clients and stakeholders through our business areas which include private mortgage...

  • Scotiamcleod Administrative Associate

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 168269As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

  • Client Service Associate

    2 weeks ago

    Edmonton, Alberta, Canada Bureau Veritas Full time

    Client Service AssociateDate:May 23, 2024Location: Edmonton, Alberta, CACompany:Bureau VeritasDo you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the status quo?If you want to make a difference and love being surrounded by the...

  • Customer Experience Associate

    4 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 199409 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our...

  • Customer Experience Associate

    1 month ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: 199409 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our...

  • Customer Experience Associate

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Requisition ID: # Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve their financial goals. Our Customer...

  • Senior Associate- Financial Controller

    2 weeks ago

    Edmonton, Alberta, Canada Scotiabank Full time

    Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose of the Senior Financial...