Join TD Wealth as a Private Trust Client Service Associate focusing on Indigenous Trust Services in Sudbury, Ontario. Deliver exceptional client support while managing trust accounts and maintaining strong relationships.
As a Private Trust Client Service Associate, support the Indigenous Trust Services team by ensuring a legendary client experience. This role emphasizes administrative and analytical skills, alongside maintaining organized client profiles. Your communication skills will be vital in serving as a secondary contact for clients, enhancing their trust administration experience.
Key Responsibilities:
• Assist relationship managers in fulfilling service commitments
• Maintain comprehensive client profiles and documentation
• Ensure accurate and efficient service to clients and colleagues
• Handle calls and direct inquiries effectively
• Stay updated on trends and develop professional knowledge
Requirements:
• Undergraduate degree is required
• Com...