Director of Client Services growing tax - firm business through prospect development, consultative selling, and client expansion. Supporting Principals across service lines and traveling 50%+.
About the role
- Private trust associate supporting Indigenous client accounts at TD Wealth. Assisting Trust Officers with administration, client service, and complex trust relationships.
Responsibilities
- Support a designated relationship manager in meeting service commitments to Private Trust ITS clients through personable communication and correspondence
- Maintain client profiles, account-specific documents, and client contact routines
- Provide accurate, organized, and efficient service to external clients and internal colleagues and contacts
- Handle and promptly respond to incoming calls, questions, and requests, or direct them to the appropriate person or area
- Support the Private Trust ITS business by improving professional knowledge and staying current on trends, developments, tools, and techniques
- Work autonomously and provide specialized skills and expertise in a moderate- to high-complexity environment
- Collaborate with cross-functional teams when required
- Assist others in completing work activities and keep colleagues informed and up to date
- Provide administrative, analytical, and service support to ITS Trust Officers and the Private Trust Manager
- Serve as a secondary contact for clients of relationship managers
- Assist Trust Officers with complex Indigenous client trust accounts and trust administration
Requirements
- Undergraduate degree
- Working towards or completion of the Canadian Securities Course (CSC)
- Working towards or fulfillment of TEP (Trust & Estate Practitioner) is an asset
- Strong communication skills
- Ability to work collaboratively, confidentially, and independently
- Ability to follow instructions/direction and build relationships
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations, training programs, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Workplace accommodations for the interview process
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