Private Banking Client Service Associate

6 months ago

Toronto, Canada TD Bank Full time

**Private Banking Client Service Associate**:

- 431860BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 2 St Clair Avenue East Corporate

**Employment Type**
- Regular

**City**
- Toronto

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Onsite

**Pay Details**

**Department Overview**
- 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

**Job 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

**Job Requirements**

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

**Additional Information**

**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.

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