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Associate Client Services Consultant
3 months ago
Apply remote type On Site locations Surrey, British Columbia time type Full time posted on Posted 2 Days Ago job requisition id R_
Work Location:
38, ,700 CAD
Job Description:
This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA).
The CSA supports in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.Create reports for analysis of client accounts
Review newly posted marketing content and determine if relevant for clients; Familiarity and adherence to compliance requirements as outlined in PIA's policies and procedures, including all aspects of new and existing account documentation and marketing materials
Provide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerage
Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
Prioritize and manage own workload to meet SLA requirements for service and productivity
Protect the interests of the bank – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
Adhere to internal policies/procedures and applicable regulatory guidelines
Conduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
Monitor service, productivity and assess efficiency levels within own function
Implement continuous process / performance improvements where opportunities exists
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
Keep current on emerging trends/ developments and grow knowledge of the business, related tools and techniques
Participate in personal performance management and development activities, including cross training within own team
Keep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities
Contribute to the success of the team by willingly assisting others in the completion and performance of work activities;
Contribute to a fair, positive and equitable environment that supports a diverse workforce
Act as a brand champion for your business area/function and the bank, both internally and/or externally
First level service professional requiring detailed knowledge of own direct products / services and key competitors
Interacts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelines
Basic understanding of the business developed through education, training and / or experience
Performs activities for customer retention and acquisition under direct guidance
Reports to the Manager of Client Service
Undergraduate degree or community college diploma preferred
Willingness to complete the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) to become licensed with the Canadian Investment Regulatory Organization (CIRO) within 6 months.
TD is one of the world's 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 95,000 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 you've 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, we're here to support you towards your goals.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.
We're delighted that you're considering building a career with TD.Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
You'll 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 we're committed to helping you identify opportunities that support your goals.
Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
We do our best to communicate outcomes to all applicants by email or phone call.Please let us know if you'd 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.
Language Requirement:
At TD we're guided by our purpose 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.
Our Commitment to Diversity, Equity, and InclusionAt TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
Helping to Make an Impact in Communities – TD Ready CommitmentTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change:
Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
