Private Banking Client Service Associate

TD•London, ON

2d•Onsite

About The Position

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.

Requirements

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 tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions
Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

Responsibilities

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