Wealth Operations Officer II

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:

The Wealth Operations Client Transfers Services Follow Up Officer is responsible for the timely and accurate follow up of all non-aton transfers for all business lines which includes TDW/TDMF and TD Retail.

To the Client (customer service accuracy)

• Ensure clear and concise messages are on all forms of communication (email Wealth Case Management and memos) to our partners and clients. Take ownership of request investigations and escalations. This includes providing client focused options responding in a timely manner and setting clear expectations.
• Collaborate and partner with Wealth Team members and TD partners to identify support and resolve client problems operational issues and continuous improvement opportunities.
• Deliver/enable a consistent and Legendary partner/client experience which aligns with the TD Wealth Legendary Promise: I put clients first: I deliver beyond the expected: I instill confidence.

To the Shareholder (productivity accuracy quality

• Protect the interests of the Bank by adhering to operating standards and processes.
• Participate and contribute in tracking daily requests via spreadsheets etc.
• Meet SLA requirements for service and productivity.
• Actively participate and provide feedback in process reviews and improvements i.e. analysis development testing and implementation).
• Ensure firm and industry regulations and operating practices in completing and recording transactions to protect the firm and client.
• Minimize frequency of errors in order to reduce discretionary/controllable expenses.
• Know understand and follow updated procedures on SharePoint

To the Team (leadership develop the team)

• Contribute to a positive and inclusive work environment and lead by example.
• Coordinate the sharing of information skills and knowledge among team members
• Keep management informed on ongoing issues (errors SLA challenges)
• Promote and fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives.

Job Requirements

• Excellent interpersonal skills with the ability to build relationships with the team and partners.
• Excellent verbal and written communication skills.
• Knowledge of ISM/Baycom/CIF/EATS/Kofax/Microsoft Office/Transfer process will be an asset.
• Must be highly motivated with excellent organizational and time management skills.
• Facilitate change through positive reinforcement of milestones and successes - escalating key issues to Management as necessary.
• Ensure the timely communication of issues that are relevant to the team.
• 80% of your day is spent on the phones making outbound calls to other financial institutions to follow up on the status of pending client transfers and 20% is spent updating our in house systems WSR and WCM.

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):