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Td Bank Onboarding Contracting Specialist - TD Asset Management Canada, Quebec, Montreal 89711056
Job Description:
As an Onboarding and Contracting Specialist, you will join the Client Relationship Associate Team. You will work closely with the Relationship Managers, Legal, Risk and Compliance and other key internal stakeholders to own and manage the onboarding and contracting of new business relationships. Your success will be measured by your contribution in streamlining the onboarding process and contributing positively to the overall client experience.
Key responsibilities include the following:
- Act as a Project Manager managing business to business contracting in the Institutional space between Legal, Relationship Management, Compliance/Risk and the Client
- Partner with the Client Relationship Associate to prepare onboarding documentation, including drafting the appropriate contract
- Manage end to end client contract negotiation process
- Centralize and maintain non-standard contract clauses database
- Share key client and legal findings on a regular cadence with the Relationship Management team
- Assist in defining our evolving interaction model globally
- Ensure a strong and consistent client experience throughout the onboarding and contracting journeys
- Project manage special projects as they pertain to the client onboarding journey and experience
Job Requirements:
- Have at least three years' experience in a client service role, with expanding complexity
- Strong Project Management experience
- Possess excellent communications skills, both written and oral in French and English is an asset
- Paralegal experience is an asset
- Canadian or global Institutional investment management experience is an asset
- Exhibit particularly strong attention to detail along with exceptional time management and organizational skills
- Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for “getting things done”
- Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff
- The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities
- Exhibit a keen interest in and knowledge of the Canadian and Global investment management industry
- Advanced user in MS Powerpoint, Word, Excel and OneNote
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.
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