Lead Wealth Operations Officer

1 week ago

Toronto, Ontario, Canada TD Bank Full time
407268BR

Wealth Management

Toronto, ON

April 25, 2023

Company Overview

Department Overview


TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.


The Wealth Operations team enable resources for operational needs across the Wealth business resulting in lower costs with excellent customer-service levels. The team facilitate key business strategies to handle core business processes and lead cross operations initiatives while ensuring operational effectiveness. If you want to be a brand ambassador who can help strive efficiencies for the bank, then join our team and make an impactful contribution to TD and your own success.

Job Description:


Are you an expert in providing operational support as well as processing transactions and other processing activities in line with established guidelines and Service Level Agreement(s) (SLAs)? If so, then the position of Senior Wealth Ops.

Officer might be the perfect fit for you.

In this role, you are expected to:

  • Maintain high service level by providing optimal customer and partner service and resolving process or operational issues within customer service standards and raise internally as required
  • See opportunities to improve service delivery, processes, productivity and efficiency levels
  • Build and maintain working relationships with customers, partners and vendors by responding to their concerns effectively
  • Act as a project lead for conducting research, reporting and analysis of projects to make recommendations and assess the effectiveness of programs
  • Participate fully as a member of the team by supporting a positive work environment and ensuring timely communication of issues as well as daytoday activities
  • Handle first level escalated issues, resolve exceptions and provide work guidance as appropriate

Requirements:

  • High School diploma with over 5 years of relevant experience
  • Undergraduate degree/ college diploma is an asset
  • Advanced 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
Additional Information

LI

Hours

37.5

Inclusiveness


At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported.

We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve.

If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

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