Private Banking Client Service Associate

2 weeks ago

Toronto, Canada TD Bank Full time

**Work Location**:
Toronto, Ontario, Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the PCSA will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.**

**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**
- **Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.**

**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

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