Wealth Operations Officer III

at  TD Bank

JOB DESCRIPTION

This role requires a strong individual who will focus on providing clients with quality service while developing strong relationships with Operations departments and client-facing partners. Performance will be accountable within the three strategic themes:

To the Client:

• Create a positive business partner/client experience at every interaction
• Contribute to the ongoing improvement of the WIC as a whole and the client experience
• Respond to inquiries promptly and accurately; proactively provide options and solutions including timely follow-up
• Ensure issues are handled appropriately, proactively escalating when necessary
• Efficiently manage expectations/concerns through strong communication skills, both verbal and written
• Build trust by demonstrating reliability, accuracy and accountability
• Provide documents/information that effectively support the needs of the business partner, educating as appropriate
• Demonstrate solid knowledge of the business and TD Wealth products & services
• Instill confidence in our partners by offering to guide them to applicable tools and reference material on the intranet

JOB REQUIREMENTS

• High School diploma with over 3 years of relevant experience
• Undergraduate degree/ college diploma is an asset
• Deep knowledge of business unit, regulatory issues and variety of products, processes and systems
• Strong communications skills with ability to work in a team as well as 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 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