TD
Client Services Associate in Trust Management
Job Description
Join TD Wealth as a Private Trust Client Service Associate specializing in Indigenous Trust Services based in Winnipeg. This role emphasizes exceptional service delivery and trust account management.
The Private Client Services Associate will support Indigenous clients through meticulous trust administration. You will work with Trust Officers to manage trust accounts effectively while ensuring compliance with TD’s guiding principles. Attention to detail and effective communication are essential for enhancing client satisfaction.
Key Responsibilities:
• Provide support to trust relationship managers
• Organize and maintain client-specific documentation
• Respond to client questions and provide accurate information
• Stay informed on trust service trends and share insights
• Collaborate proactively to help the team succeed
Requirements:
• Completion of an undergraduate degree
• Enrolled in or completed the Canadian Securities Course (CSC)
• TEP (Trust & E...
The Private Client Services Associate will support Indigenous clients through meticulous trust administration. You will work with Trust Officers to manage trust accounts effectively while ensuring compliance with TD’s guiding principles. Attention to detail and effective communication are essential for enhancing client satisfaction.
Key Responsibilities:
• Provide support to trust relationship managers
• Organize and maintain client-specific documentation
• Respond to client questions and provide accurate information
• Stay informed on trust service trends and share insights
• Collaborate proactively to help the team succeed
Requirements:
• Completion of an undergraduate degree
• Enrolled in or completed the Canadian Securities Course (CSC)
• TEP (Trust & E...