Private Trust Client Service Associate

4 months ago

London, Canada TD Bank Full time

**Work Location**:
Canada

**Hours**:
37.5

**Line of Business**:
TD Wealth

**Pay Details**:
**KEY ACCOUNTABILITIES**

**CUSTOMER**
- **Support relationship manager in meeting service commitments to PT clients through proactive communication (verbal/written)**:

- **Ensure service to external clients and/or internal clients reflects TDBFG standards and guiding principles**:

- **Efficiently manage and promptly respond to all incoming enquiries/requests for information independently / or direct to the appropriate person/area**:

- **Support Relationship Manager in maintaining Client Profile, account specific documents and client contact routines for all PT clients**

**SHAREHOLDER**
- **Contribute to the achievement of business objectives by proactively servicing and retaining clients to increase profitability and enable business growth**:

- **Promote and offer full suite of products, sales, services and banking capabilities**:

- **Identify opportunities, to refer/retain outbound client assets/trust distributions, assemble client information packages for retention/referral**:

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

- **Support centre revenue goals through effective administration and account management, including timely collection of fee revenue**:

- **Adhere to internal policies / procedures and applicable regulatory guidelines**:

- **Identify and recommend technological / process improvements which may improve overall productivity and client satisfaction**:

- **Consistently exercise discretion in managing correspondence, information - escalate issues where required**:

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

- **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**
- **Work autonomously within established procedures and/or is responsible for activities involving multiple steps, systems, and jurisdictions**:

- **Requires specialized expertise to provide complex transaction/product feature advice and guidance to clients**:

- **Requires specialized skills and expertise in a range of products, services, concepts and processes and could be characterized by moderate - high complexity / risk**:

- **Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines**:

- **Focus of work is weekly, monthly and/or longer with addition of ad-hoc and initiative-based requests, as required**:

- **Requires advanced knowledge of the business unit / operational functions as well as regulatory issues/ requirements for jurisdictions supported**:

- **May involve cross-functional teams across TD and/or involving external contacts**:

- **Reports to Private Trust Manager**

**EXPERIENCE & EDUCATION**
- **Undergraduate degree**:

- **Working towards completion of Canadian Securities Course**:

- **Working towards completion of TEP - Trust & Estate Practitioner an asset**:
**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, tha

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