Manager Client Services

7 days ago

Toronto, Ontario, Canada TD Bank Full time

Manager Client Services - Private Trust:

BR

Job Category - Primary

  • Wealth Management

Work Location

  • 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service Road

Employment Type

  • Regular

City

  • Burlington, Markham, Toronto

Time Type

  • Full Time

Province/State

  • Ontario

Hours

  • 37.5

Workplace Model

  • Onsite

Pay Details

Department Overview

  • Private Trust delivers three core services: power of attorney, executor and trustee services where The Canada Trust Company is either acting through an appointment to these roles or as an agent. The Manager, Customer Service will lead a team of Private Client Service Associates across the Region and be ultimately focused on operational and service excellence, and reducing the burden of risk management and oversight.
  • Private Trust is part of TD Wealth one of Canada's largest Wealth Management companies providing a suite of integrated services: investment management, private banking, insurance, estate and trust solutions to high net worth individuals. With an approach based on establishing closeknit, longterm relationships with clients, TD Wealth brings together the expertise and resources of a team of multidisciplinary experts to provide customized client solutions.

Job Details

  • The Manager, Customer Service plays a key role in supporting our Private Trust Teams across multiple Branches; creating capacity for our senior members to focus on partner engagement, business acquisition and growth targets; the client experience; and mentoring, coaching, and leading a team of trust professionals.
  • The position will report to Regional Manager, Private Trust.

Job Requirements

Job RequirementsTraining and Supervision**- Lead the Private Client Service Associates team to achieve or exceed objectives for Operational Excellence

  • Onboarding and Training of Private Client Service Associates policies, procedures, and systems and ensure the appropriate support within the Region
  • Ensure consistency and efficiency with Private Client Service Associate role; and high level of administrative support to Trust Officers
  • Deal with administration issues and delays
  • Arrange training sessions for Region

Risk

  • Oversight of overdraft reporting and management (and cash balances)
  • Monitor Investment review progress
  • Ensure annual Risk Review items actioned and current
  • Coordinate preparation for risk reviews, audits, Quality Assurance Program reviews, spot checks
  • Attend regular portfolio review meetings with PT Leader(s), Trust Officer, and Private Client Service Associate
  • Monitor Blanket Insurance List for Region

Projects and Initiatives

  • Coordinate/complete projects/requests from National Support Office and Tax Department
  • Coordinate revenue tracking for National Office
  • Involved in national initiatives to increase efficiencies

Branch Assistance

  • Work with Private Trust Leader(s) on shared allocation of Branch duties
  • Monitor Service Standards / Key Performance Indicators
  • Participate in Action Planning meetings for TD Pulse
  • Engaged in reviewing branch operating model
  • Other duties as assigned by Private Trust Leader(s)

Additional Information

Additional Information/Capabilities

  • Experience in incapacity and estate and trust administration
  • Exposure to estate and trust law
  • Excellent organizational skills and strong attention to detail
  • Have strong interpersonal and communication skills to support frequent interactions with field members, national office, operations and governance and control
  • Resourceful; indepth knowledge of Private Trust and TD Bank Group policies and procedures
  • Additional professional competencies, either completed or currently enrolled (e.g. TEP, CETA, CSC etc.). Some tax and investment knowledge is an asset.
  • Experience leading, developing and coaching others
  • Some travel required within Region

Company Overview

Our Values

At TD we're guided by our purpose is to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.

In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care.

No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.


Making Your Well-being a Priority
A supportive culture that promotes colleague well-being is core to who we are.

At TD, we focus on total well-being with extensive programs to help colleagues assess, manage, and improve their well-being across four core pillars — physical, financial, social and mental/emotional.

In addition, we champion a safe and inclusive work environment so colleagues feel a sense of belonging and feel supported in their personal and

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