HNW Private Banking Client Services Specialist

TD; Windsor; On-site; CAD 53,000 - 74,000; Full time

Job summary

TD Wealth, Private Wealth Management serves high-net-worth clients with tailored wealth planning and banking solutions. The Private Banking Client Service Associate supports the Senior Private Banker in delivering legendary client experiences and managing everyday banking needs while coordinating with TD Specialists.

Based in Windsor, Ontario, this role requires strong client service skills, knowledge of retail banking products, and the ability to handle confidential information.

Qualifications

• Undergraduate degree preferred.
• 3 years relevant experience.
• Demonstrated experience in Private Banking or with affluent clients.
• Thorough knowledge of Retail Banking products, systems, and services.
• Knowledge of commercial and retail credit principles.
• Self-starter with minimal supervision.
• Ability to handle confidential information and resolve exceptions.
• CSC or IFIC within 1 year or willingness to pursue.

Responsibilities

• Provide exceptional client service at every interaction.
• Assist in client onboarding and recommending retail solutions.
• Identify opportunities to expand existing client relationships.
• Produce reports and correspondence as required.
• Ensure confidentiality and coordinate responses with partners as necessary.
• Identify and participate in process improvement opportunities.
• Support due diligence to ensure accuracy of all customer transactions.

Skills

3 years relevant experience

Private Banking experience

Retail Banking knowledge

Credit principles knowledge

Self-starter

Discretion with confidential info

CSC/IFIC in 1 year

Education

Undergraduate degree preferred

CSC or IFIC within 1 year

Job description

TD Wealth, Private Wealth Management serves high-net-worth clients with tailored wealth planning and banking solutions. The Private Banking Client Service Associate supports the Senior Private Banker in delivering legendary client experiences and managing everyday banking needs while coordinating with TD Specialists.

Based in Windsor, Ontario, this role requires strong client service skills, knowledge of retail banking products, and the ability to handle confidential information.