Td Bank IA Centralized Client Service Associate 

Canada, Ontario, Toronto 

499250612

Toronto, Ontario, Canada

Job Description:

Department Overview :

Job Description :

Specific Responsibilities:

• Lead, coach and model exceptional service delivery at every interaction with Associates who represent both PIA and PIC LOBs.
• Oversee the day to day activities of the team, leading and coaching the team on strategies to improve the overall service delivery experience
• Coordinate the sharing of information, skills and knowledge among team members
• Provide regular feedback to CCSAs through quality coaching sessions
• Contribute to PWM objectives for timely and accurate, error free Operational Excellence
• Ensure necessary due diligence is taken to support the accuracy of all client transactions
• Resolve escalated issues, ensuring the interests of the firm, shareholder and client are considered
• Ensure all work meets with audit, regulatory and business guidelines
• Conduct the review of various different reports and communicating any trends and/or concerns to the management team
• Contribute to a respectful work environment for all employees through focusing on the employee experience and actively managingperformance/behaviourissues in a timely and respectful manner
• Lead and apply the performance management process, supporting employees in their career and performance development
• Lead/support initiatives and projects that strengthen the service culture within the organization
• Investigate and implement service improvements, and be a change leader
• Build and maintain strong working relationships with the IAs and field BMs and MCSs
• Professionally represent PWM National Office in all interactions

Job Requirements :

• Previous supervisory or management experience
• Proven client service, leadership and business planning skills
• Must be able to work well independently and as a part of a larger management team
• Possess strong judgment and problem-solving skills
• Excellent oral, written, interpersonal and relationship building skills
• Use impact and influence skills to guide others to a desired conclusion and have the ability to hold them accountable
• The ability to change direction quickly and effectively is essential
• Flexibility and change leadership skills are required
• Proven organizational, multitasking and time-management skills are required
• A solid understanding of operations, LEI and the Sales and Client Engagement Model is critical to coaching success
• Knowledge of PIA products, systems, and procedures
• Strong organizational awareness
• Understanding of the Private Investment Advice and the Private Investment Council businesses; securities industry regulations, procedures and legal framework
• Additional Language skill is an asset (e.g. French, Cantonese, Mandarin)
• IIROC licensing (IR/RR/Supervisor) is an asset

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Sans Objet