Pic Private Client Service Associate - Toronto, Canada - TD Bank

TD Bank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Work Location:

Toronto, Ontario, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

Job Posting

This role is responsible for providing consistent and accurate administrative, analytical and client service support to one or more Portfolio Manager(s).

CUSTOMER
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Prepare all documentation and provide updates to the Portfolio Manager in preparation for client meetings:

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Create reports for analysis of client accounts:

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Accept/create leads and ensure correct referral coding on TD Leads:

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Provide a high level of organization for the branch by excelling at administration:

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May act as a secondary contact for the Portfolio Manager's relationships

SHAREHOLDER
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Prioritize and manage own workload to meet SLA requirements for service and productivity:

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Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate:

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Be knowledgeable of practices and procedures within own area of responsibility and keep abreast of emerging trends for own functional area:

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Support the timely and accurate completion of business processes and procedures:

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Ensure necessary due diligence to support the accuracy of all customer transactions / activities:

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Adhere to internal policies/procedures and applicable regulatory guidelines:

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Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts:

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Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite

EMPLOYEE / TEAM
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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:

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Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit:

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Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques:

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Participate in personal performance management and development activities, including cross training within own team:

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Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities:

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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
:

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Contribute to a fair, positive and equitable environment that supports a diverse workforce:

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Act as a brand champion for the business area/function and the bank, both internally and/or externally

BREADTH & DEPTH:

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First level professional role with focus on performing functional specialized business services or support within fairly well-defined parameters as directed:

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Time horizon and nature of work is generally short-term focused daily / weekly to monthly:

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Requires if basic experience and skills and provides standard reporting and /or analysis as directed:

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Requires basic knowledge of the function and / or the business supported:

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Focus on developing conceptual knowledge of practices and procedures for own area or function:

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Understands key business and functional drivers and processes in the context of their own work:

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Uses existing established methods and procedures to complete assignments and / or solve problems:

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Generally works within well-defined parameters under the direction of management:

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Reports to the Manager Client Service

EXPERIENCE AND / OR EDUCATION
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Undergraduate degree or community college diploma preferred:

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2 years of relevant work experience:

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completion of the Canadian Securities Course (CSC) or other industry related courses considered an asset:

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Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
**TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabil