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Private Banking Client Service Associate at TD Bank - ApplyBlast

Private Banking Client Service Associate

TD Bank

15 days ago

Toronto, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Private Banking Client Service Associate supports High Net Worth clients by ensuring a legendary client experience and providing administrative assistance to Senior Private Bankers. This role focuses on servicing client needs, assisting with onboarding, and recommending retail banking solutions while maintaining confidentiality and operational compliance. The position aims to expand client relationships and coordinate responses to inquiries within the Private Wealth Management division.

Responsibilities

Provide exceptional client service and support everyday banking transactions for high net worth clients
Assist in client onboarding and recommend retail solutions while expanding existing client relationships
Coordinate responses to client inquiries and ensure accuracy of customer transactions through due diligence

Skills

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).