Td Bank Private Trust Client Service Associate Canada, Nova Scotia, Halifax 395007369
Job Description:
Department Overview:
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.
Job Description :
Private Trust Client Service Associate, you will provide consistent administrative, analytical and 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
Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflects TD's industry-leading high standards and guiding principles
Efficiently handle and promptly respond to all incoming calls, questions and requests and / or direct to the appropriate person or area
Support the Private Trust business by continually improving professional knowledge and keeping current on trends and developments, tools and techniques
Work autonomously and provide specialized skills and expertise in a moderate to high complexity environment; work may involve cross-functional team collaboration
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; keep others informed and up to date
Job Requirements :
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, followinstructions/direction,and build relationships
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.
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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
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