Corporate Trust Operations Specialist – Client Service

TD; Mount Laurel Township (NJ); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Wealth is seeking a detail-focused professional to support Corporate Trust Account Managers in day-to-day monitoring and transaction processing. You will ensure timely cash and trade processing while verifying compliance items are completed, protecting the bank and enabling growth.

Responsibilities include monitoring wires/ACHs, preparing debt service invoicing, and assisting with periodic account reviews, with a strong emphasis on customer-centric service and adherence to TD policies.

Qualifications

• Bachelor's degree or equivalent work experience strongly preferred.
• 1+ years of Corporate Trust experience.
• Understanding of Bond Trustee, Escrow and/or Custody products and services.

Responsibilities

• Monitors incoming wires, ACHs and checks and makes corresponding deposits to appropriate accounts.
• Prepares/Assists in preparation of Debt Service Invoicing and processing receipt of funds.
• Reviews and validates funds disbursement requests for submission.
• Assists with Periodic Account Reviews.
• Responds quickly to client inquiries – researching and resolving issues.
• Assembles client information packets for filing and record-keeping with uploads to FileNet.

Skills

Organizational skills

Time management

Attention to detail

Verbal communication

Written communication

Customer service

Self-motivation

Creative thinking

Education

Bachelor's degree or equivalent

Tools

MS Word

Excel

PowerPoint

SharePoint

Job description

TD Wealth is seeking a detail-focused professional to support Corporate Trust Account Managers in day-to-day monitoring and transaction processing. You will ensure timely cash and trade processing while verifying compliance items are completed, protecting the bank and enabling growth.

Responsibilities include monitoring wires/ACHs, preparing debt service invoicing, and assisting with periodic account reviews, with a strong emphasis on customer-centric service and adherence to TD policies.