Private Trust Client Services Associate at TD
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Key responsibilities
include maintaining accounts, organizing documents, and providing prompt responses to client queries.
Key Responsibilities
• Support relationship managers with clear client communication
• Maintain client profiles and relevant account documents
• Ensure organized and efficient service for clients and colleagues
• Respond to client inquiries and requests promptly
• Continuously enhance knowledge of trust services trends
Requirements:
• Undergraduate degree required
• Canadian Securities Course (CSC) completion or progress
• Trust & Estate Practitioner (TEP) status is an asset
• Strong collaborative and independent communication skills
• Ability to maintain confidentiality and build relationships Bring your skills in client support and trust administration to create exceptional experiences at TD in Vancouver.
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Vancouver, Metro Vancouver Regional District, Canada TD Bank Group Full-timeElevate indigenous trust service delivery as a Private Trust Client Services Associate at TD in Vancouver. This role emphasizes trust account management and client communication excellence. Join TD Wealth to support trust administration for Indigenous clients. You will partner with Trust Officers, ensuring seamless service and client satisfaction. Key...
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Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada TD Bank Group Full-timeElevate indigenous trust service delivery as a Private Trust Client Services Associate at TD in Vancouver. This role emphasizes trust account management and client communication excellence. Join TD Wealth to support trust administration for Indigenous clients. You will partner with Trust Officers, ensuring seamless service and client satisfaction. Key...
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