Private Banking Client Service Associate - Vancouver, Canada - TD Bank

TD Bank

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

401190BR

Wealth Management

Vancouver, BC

February 27, 2023

Company Overview

Department Overview

This role is responsible for servicing the needs of High Net Worth (HNW) clients and ensuring that each one has a legendary client experience.

As part of the team, the PCSA will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results, profitability and partner referrals.

Job Description:

CUSTOMER

Provide exceptional client service at every customer interaction
Produce reports and compose correspondence as required
Execute on client products and services with the utmost in accuracy
Verify and correct any errors or omissions with transactions in a timely manner
Ensure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessary
Assemble required documentation as requested in preparation for client meetings

SHAREHOLDER

Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
Contribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growth
Support the timely and accurate completion of business processes and procedures
Protect the interests of the organization identify and manage risks, and escalate nonstandard, high risk transactions / activities as necessary
Ensure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations
Identify, suggest and actively participate in process improvement opportunities
Ensure necessary due diligence to support the accuracy of all customer transactions / activities
Assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct

EMPLOYEE / TEAM

Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and uptodate about the status / progress of projects and / or all relevant or useful information related to daytoday activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching and/or guidance as appropriate.
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally

Requirements:

A selfstarter that works with mínimal supervision
Demonstrated experience in Private Banking and experience in dealing with affluent clients is required
Acts as a sales process/product expert to customers and/or internal partners
Identifies complex problems and formulates the most appropriate solution
Uses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
Has direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supported
Implements sales and customer service procedures and approaches to complete work
Requires tact to exchange ideas and customer information in a concise and logical way; handling of sensitive customer information and resolution of exceptions

Additional Information

EXPERIENCE & EDUCATION

Undergraduate Degree

Completion of the Canadian Securities Course (CSC) or Investment Funds in Canada (IFIC), or willingness to do so within 1 year.

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and