Client Relationship Analyst - TD Asset Management
Client Relationship Analyst - TD Asset Management
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Job Description
Work Location:
Toronto Ontario CanadaHours:
37.5Line of Business:
TD WealthPay Details:
$80000 - $100000 CADThis role is eligible for a discretionary variable compensation award that considers business and individual performance.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:
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 Canadas 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 relationshipsmaintaining 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 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):
*Remarque: tant donn que cet affichage concerne de futurs postes vacants et quil servira pourvoir de nombreux postes aux exigences comparables lavenir nous invitons les candidats bilingues et francophones poser leur candidature. Lorsquun poste sera pourvoir une valuation des besoins en matire de langue sera effectue pour dterminer si la connaissance dune autre langue que le franais est exige.Required Experience:
IC
Employment Type
Full-Time
