Private Banking Client Service Associate

Job Description

Work Location: London, Ontario, Canada Hours: 37.5 Line of Business: TD Wealth Pay Details: $52,700 - $74,400 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Department Overview TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and solutions. As part of TD Wealth Private Wealth Management, Private banking specializes in offering tailored banking solutions and Credit Management to affluent HNW clients. Our Private Banker's support everyday banking transactions, personal credit management and support our client's banking needs while connecting them with the right TD Specialists to manage their wealth management needs. This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience. As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals. Accountabilities: Provide exceptional client service at every customer interaction Assist in client onboarding and recommending retail solutions Be alert for opportunities to expand existing client and prospect relationships Produce reports and compose correspondence as required Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate Identify, suggest and actively participate in process improvement opportunities Ensure necessary due diligence to support the accuracy of all customer transactions / activities Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Skills & Education: Undergraduate degree 3 years relevant experience Demonstrated experience in Private Banking or experience in dealing with affluent clients is required Thorough knowledge of Retail Banking products, systems, and services Knowledge & understanding of commercial and retail credit principles A self-starter that works with minimal supervision Requires t

Required Skills