Private Trust Client Service Associate

3 weeks ago


London, Canada TD Full time

Job Overview As a Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers and serve as a secondary contact for the clients of these relationship managers. Location & Compensation Work Location: London, Ontario, Canada Hours: 37.5 hours per week Line Of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD Responsibilities 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 and client contact routines for all clients in support of client relationship managers. Ensure accurate, organized and efficient service to external clients and internal colleagues, reflecting TD's high standards and guiding principles. Efficiently handle and promptly respond to all incoming calls, questions and requests, or direct them to the appropriate person or area. Support the Private Trust business by continually improving professional knowledge and staying current on trends and developments, tools, and techniques. Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; collaborate across cross‑functional teams as needed. Contribute to the team's success by willingly assisting others in completing work activities and keeping everyone informed and up to date. Qualifications 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. #J-18808-Ljbffr



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