Private Banking Client Service Associate

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.

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 is preferred   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 Investment Regulatory Exam (CIRE) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader