investment manager - banking, credit and investment
Title posted on CareerBeacon -
Private Banking Client Service Associate-2
Posted on
August 31, 2024
by
Employer details
TD Bank
Job details
Work Location:CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:CUSTOMERProvide exceptional client service at every customer interactionProduce reports and compose correspondence as requiredExecute on client products and services with the utmost in accuracyVerify and correct any errors or omissions with transactions in a timely mannerEnsure satisfactory resolution of client inquiries and take ownership of coordinating responses with other Partners as necessaryAssemble required documentation as requested in preparation for client meetingsSHAREHOLDERConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteMonitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities existsContribute to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enable business growthSupport the timely and accurate completion of business processes and proceduresProtect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryEnsure documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulationsIdentify, suggest and actively participate in process improvement opportunitiesEnsure necessary due diligence to support the accuracy of all customer transactions / activitiesAssume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE / TEAMParticipate 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 interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute 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 workforceAct as a brand champion for your business area/function and the bank, both internally and/or externallyBREADTH & DEPTH:A self-starter that works with minimal supervisionDemonstrated experience in Private Banking and experience in dealing with affluent clients is requiredActs as a sales process/product expert to customers and/or internal partnersIdentifies complex problems and formulates the most appropriate solutionUses insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectivesHas direct impact on the quality of the duties performed, or services provided, to the sales team and the unit supportedImplements sales and customer service procedures and approaches to complete workRequires tact to exchange ideas and customer information in a concise and logical
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LocationToronto, ON
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Workplace information
On site
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2109051
Advertised until
2024-09-29
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