Client Services Representative - TD Asset Management

Work Location:

Hours:

Line of Business:

Pay Details:

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Asset Management (TDAM) a member of TD Bank Financial Group is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades the organization has established competitive market positions in active quantitative and passive portfolio management. As of June 30 2024 TDAM and its affiliates manage over $434 billion in assets on behalf of pension insurance endowment/foundation and corporate clients as well as high-net worth clients and retail mutual funds.

In attaining this client commitment TDAM has built one of Canadas largest and most respected investment management and research teams with more than 220 Portfolio Managers Associate Portfolio Managers Traders and Analysts.

The Client Services Call Centre within TDAM Retail Distribution acts as a

contact liaison between external Advisors/Dealers and TD Wealth Operations

departments. The mandate of the team is to own escalate and resolve

operational issues and inquiries from external Advisors/Dealers; the focus of

the team is to provide exceptional service to our clients. Managements

behalf and acting as a subject matter expert.

Major Responsibilities

• Maintain a consistent and superior client experience.
• Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies practices and procedures.

• Initiate outbound calls to advisors that require clarification when requests are not in good order.
• Investigate research and resolve account issues with thorough follow-up as the situation requires.

• Identify opportunities for the sales team through client referrals and Sentiment.
• Continuously promote methods to improve quality service delivery.
• Contribute to qualitative & quantitative measurements of success.
• Superior interpersonal and communication skills.
• Strong financial market knowledge.
• Consistent adherence to established audit and compliance guidelines.

Accreditation/Skills:

• Expert knowledge of mutual funds.
• CSC/FIC Canadian Investment Funds Course.
• Minimum 1-2 years client service and/or industry related experience preferred.

• Familiarity with MS Word Excel and other Windows based PC applications.
• Post-secondary education required; University degree considered an Asset.

Qualifications/Competencies

• Mutual Funds experience preferred.
• Exceptional oral and written communication skills.
• Bilingual in English and French.
• Detail oriented.
• Comfortable in a multi-task environment managing multiple competing priorities.

• Superior listening skills.
• Strong analytical and problem-solving skills.
• Demonstrates confidence in decision making ability.
• Ability to work both independently and within a team environment.
• Willing to participate in and contribute to coaching and team activities.

Hours of Operation:

8:00 a.m. - 8:00 p.m. (Eastern Time) Monday to Friday (flexibility required).

Please note employees will be going to 4 days in the office March 2025

Who We Are:

TD is one of the worlds 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 95000 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 youve 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 were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

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.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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 were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):