Private Trust Client Service Associate

1 week ago

Montréal, Canada TD Bank Full time

430781BR

Wealth Management

Montreal, QC

January 22, 2024

Hours

37.5

Workplace Model

Hybrid

Pay Details

Department Overview

TD 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 Trust** builds dynamic and long-lasting relationships with high net worth clients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage, preserve or transfer wealth according to the client’s wishes for future generations.

Job Details

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.

In addition, you will:

- 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
- Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
- Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
- Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
- Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date

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

Proficiency in Other than French

This position requires proficiency in a language other than French to support or deal with customers who require services and support in a language other than French.

Company Overview

**Our Values**
At TD we’re guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
** Making Your Well-being a Priority**
A supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional. In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they’re more likely to do their best.

**Our Total Rewards Package**
Our Total Rewards package reflects the investment we make in our colleagues to help them, and their families achieve their 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 including medical, dental, vision & mental health coverage, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs.

**How We Work**
At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: Hybrid, Onsite and Primarily Remote. Wherever our colleagues are working, they’ll always have access to the T

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