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Private Banking Client Service Associate at TD Bank - ApplyBlast

Private Banking Client Service Associate

TD Bank

2 months ago

Ottawa, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Banking Client Service Associate at TD Wealth supports senior private bankers by delivering exceptional service to high‑net‑worth clients, handling onboarding, transaction support, and client inquiries. The role focuses on ensuring a legendary client experience while assisting with administrative tasks, reporting, and compliance.

Responsibilities

Provide exceptional client service at every interaction
Assist in client onboarding and recommend retail solutions
Produce reports and compose correspondence as required

Skills

Qualifications

Bachelor's degreeCanadian Securities Course (CSC)Investment Funds in Canada (IFIC)

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).