Private Trust Client Service Associate

TD; Toronto; On-site; CAD 55,000 - 90,000; Full time

Job summary

TD Private Wealth Management seeks a PrivateTrust Client Service Associate to provide administrative, analytical, and service support to Trust Officers and Private Trust Managers, while acting as a secondary contact for clients. You will excel in handling inquiries, maintaining client profiles, and ensuring service excellence across the team.

In this role, you will collaborate with relationship managers, ensure accurate documentation, and continually grow your knowledge of trust trends, tools,

Qualifications

• Working towards or completion of the Canadian Investment Regulatory Exam (CIRE) preferred
• 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

Responsibilities

• Provide administrative, analytical and service support to Trust Officers and Private Trust Managers
• Serve as secondary contact for the clients of relationship managers
• Support a designated relationship manager in meeting service commitments to Private Trust clients through personable communication and correspondence
• Maintain client profiles and account documents and client contact routines for all clients
• Ensure accurate, organized and efficient service to external clients and internal colleagues
• Handle and promptly respond to all incoming calls, questions and requests and direct as needed
• Support the Private Trust business by continually improving professional knowledge and keeping current on trends and techniques
• Work autonomously and provide specialized skills in a moderate to high complexity environment
• Contribute to the team by assisting others and keeping colleagues informed

Skills

Communication skills

Teamwork

Independence

Confidentiality

Job description

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice,solutionsand service to clients.

Private Trust

builds dynamic and long-lasting relationships withhigh net worthclients. Our highly integrated core team and other wealth partners work seamlessly together as ONE TD to help clients manage,preserveor transfer wealth according to the client's wishes for future generations.

JobDescription :

Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can bea perfectfor you. As PrivateTrust Client Service Associate , you will provide consistent administrative,analyticaland service support to our Trust Officers and Private Trust Managers. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

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 as well as client contact routines for all clients and in support of client relationship managers

Ensureaccurate,organizedand efficient service to external clients and internal colleagues and contacts reflects TD's industry-leadinghigh standardsand guiding principles

Efficiently handle and promptly respond to all incoming calls,questionsand requests and / or direct to theappropriate personor area

Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments,toolsand techniques

Work autonomously and provide specialized skills andexpertisein a moderate to high complexity environment; work may involve cross-functional team collaboration

Contribute to the success of the team by willinglyassistingothers in the completion and performance of work activities; keep others informed and up to date

JobRequirements :

Working towards or completion of the Canadian Investment Regulatory Exam (CIRE)preferred

Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset

Strong communicationskills with the ability to work collaboratively,confidentiallyand independently, follow instructions/direction, and build relationships

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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for 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 foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:

We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process

We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation

Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

TD Bank Group is a leading North American financial institution, serving 22 million customers globally with a commitment to legendary customer service and community involvement.

Banking Credit Intermediation Financial Services

Toronto-Dominion Centre, P.O. Box 1, Toronto, Ontario M5K 1A2, CA 525 Avenue Viger O, Montreal, QC H2Z 0B2, CA 31 W 52nd St, New York, NY 10019, US 4140 Church Rd, Mt. Laurel, New Jersey 08054, US