JOB DESCRIPTION:

The Client Relationship Associate is an integral part of TD Global Investment Solutions (TDGIS) Institutional Distribution Team. This position has primary accountability for providing a high level of client service support to Institutional Clients and Consultants at one of Canada’s largest asset managers.
Daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant requests. Strong interpersonal skills are essential to maintain and expand relationships with external clients, numerous internal business functions and other team members. This position is both deadline-based and ad hoc in nature as two days are never the same, therefore flexibility is required.
This position provides the opportunity to join a diverse team with a strong culture focused on collaboration, delivering high quality results and personal development.

Accountabilities

• Supporting our business growth through preparation and coordination of the client onboarding process
• Develop partnerships with multiple internal departments leveraging their skills and resources to service client requests
• As a primary contact for assigned Client relationships, maintaining “Best in Class” client experience will be a priority through effective coordination and execution of ongoing and ad hoc requests
• Assume assignment of more complex client mandates and requests upon consistent demonstration of ability to effectively execute on challenging client deliverables
• Provide timely, accurate and professional responses to client/consultant inquiries meeting service level agreements
• Coordinate and facilitate meetings with internal stakeholders to support effective client on-boarding, client mandate changes and ad hoc requests as required
• Cross train on Sales Support deliverables to provide team support as required
• Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
• Develop an understanding of the product offerings and investment management industry practices
• Participate in project related initiatives to enhance client experience
• Collection of outstanding documentation and ad hoc compliance and audit requirements

Job Requirements:

• 3+ years’ experience in relevant functions
• Possess excellent communications skills, both written and oral in French and English.
• 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.
• Exhibit and execute proactively to address potential service or operational gaps,
• Be a highly motivated individual with the ability to inspire peers to greater results;
• Have at least three years’ experience in a client service role, with expanding complexity;
• Exhibit very strong interpersonal skills;
• The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities;
• Have a university degree and the Canadian Securities Course (CSC);
• Enrolment in the Chartered Financial Analyst designation program is an asset.
• Exhibit a keen interest in and knowledge of the Canadian investment management industry; knowledge of the Canadian pension industry is an asset;
• Advanced user in MS Powerpoint, Word and Excel

4 days required in the office

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 capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Please refer the Job description for details