Job Description

Description

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Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As Private Trust Client Service Associate, you will provide consistent administrative, analytical and service support to our ITS Trust Officers and Private Trust Manager. Just as importantly, you will serve as a secondary contact for the clients of these relationship managers.

In addition, you will:

  • Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through highly personable communication and correspondence

  • Maintain client profile and account-specific documents as well as client contact routines for all clients and in support of client relationship managers

  • Ensure accurate, organized and efficient service to external clients and internal colleagues and contacts reflecting TD's industry-le...

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