Private Banking Client Service Associate
TD Bank Group(6 days ago)
About this role
The Private Banking Client Service Associate supports high-net-worth clients by providing administrative assistance, ensuring exceptional service, and helping with client onboarding and relationship expansion. The role emphasizes client experience and compliance within private banking services.
Required Skills
- Customer Service
- Client Onboarding
- Report Writing
- Relationship Management
- Financial Products
- Credit Principles
- Confidentiality
- Process Improvement
- Regulatory Compliance
- Private Banking
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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