New job Private Banking Client Service Associate, Wealth Management in Quebec
Private Banking Client Service Associate, Wealth Management
Company : TD Bank
Salary : Details not provided
Location : Quebec
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Provide support to overall client relationships for the Wealth Advisors and Private Bankers, working as a team to generate results based on the book of business, profitability, sales revenue and partner referral targets.
- Provide exceptional customer service at every customer interaction.
Internal Practices and Process:
- Adherence to both professional practices and standards and TD Bank Group processes and controls.
- Contribute to the success of the business through personal efforts and achieve knowledge, competency and accreditation requirements for the position by participating in internal Bank courses and any required external courses.
- Mutual Fund Licensed.
- The ideal candidate will be a self-starter, with the ability to work with minimal supervision.
- By excelling at administration and being exceptionally well organized, the candidate will use considerable initiative to provide a high level of organization for the branch.
- Demonstrated experience in professional services and experience in dealing with affluent clients is required.
- Knowledge of MSWord, Excel, PowerPoint
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
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