Overview
Client Services Associate Jobs in Winnipeg, Canada at TD
Join TD Private Trust as a Client Services Associate in Winnipeg, Manitoba, specializing in Indigenous Trust Services. Focus on trust administration while delivering excellence in client care.
In this crucial role, you will work hand-in-hand with Trust Officers to manage accounts tailored for Indigenous clients. Your responsibilities will include ensuring effective communication and maintaining organized account records. The position offers opportunities for growth aligned with industry advancements.
Key Responsibilities:
• Assist in trust administration and service delivery
• Keep accurate client documentation and profiles
• Efficiently respond to client inquiries
• Monitor trends in Indigenous Trust Services
• Collaborate cross-functionally for improved outcomes
Requirements:
• Must possess an undergraduate degree
• On track for the Canadian Securities Course (CSC)
• Pursuing or completed TEP designation
• Strong skills in independent and collaborative work
• Capable of maintaining client confidentiality
Make a meaningful impact on client satisfaction at TD Private Trust within the Indigenous Trust Services team.
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Title: Client Services Associate
Company: TD
Location: Winnipeg, Canada
Category: