Job Description
Drive client satisfaction as a TD Private Trust Client Service Associate by delivering precise support to trust managers and clients. Your organized approach will create seamless client interactions.
This role places you at the center of client relationship management, where you will provide crucial administrative and analytical support. You will ensure that client accounts are accurately maintained and that queries are dealt with promptly, promoting TD's commitment to exceptional service. Your ability to collaborate with teams while improving your skill set will be essential.
Key Responsibilities:
• Support Trust Officers with their administrative needs
• Maintain accurate client profiles and documentation
• Promptly manage customer inquiries and service requests
• Continuously enhance knowledge of trust services and products
• Engage in team support and shared responsibilities
Requirements:
• Required: Undergr...
This role places you at the center of client relationship management, where you will provide crucial administrative and analytical support. You will ensure that client accounts are accurately maintained and that queries are dealt with promptly, promoting TD's commitment to exceptional service. Your ability to collaborate with teams while improving your skill set will be essential.
Key Responsibilities:
• Support Trust Officers with their administrative needs
• Maintain accurate client profiles and documentation
• Promptly manage customer inquiries and service requests
• Continuously enhance knowledge of trust services and products
• Engage in team support and shared responsibilities
Requirements:
• Required: Undergr...
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