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IA Client Service Associate

4 months ago

Old Toronto, Canada TD Bank Full time

IA Client Service Associate page is loaded IA Client Service Associate Postuler remote type Hybride locations Toronto, Ontario time type Temps plein posted on Publié hier job requisition id R_1348793

Lieu de travail:

Toronto, Ontario, Canada

Horaire:

37.5

Secteur d’activité:

Gestion de patrimoine TD

Détails de la rémunération :

Nous avons à cœur d’offrir une rémunération juste et équitable à tous nos collègues. En votre qualité de candidat ou de candidate, nous vous encourageons à avoir une conversation franche avec votre recruteur et à poser des questions sur la rémunération, notamment les particularités salariales de ce poste.

Description du poste:

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.

CUSTOMER

  • Prepare documentation and provide updates to IA(s) in preparation for client meetings
  • Create reports for analysis of client accounts
  • Accept/create leads & ensure correct referral coding on TD Leads
  • Review newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packages
  • 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
  • Deliver a legendary (gold standard) client experience
  • Execute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillars
  • Provide market quotes and track Dividends, RSPs, RIFs

SHAREHOLDER

  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • Consistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriate
  • 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
  • Use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives
  • Monitor service, productivity and assess efficiency levels within own function
  • Implement continuous process / performance improvements where opportunities exists

EMPLOYEE / TEAM

  • 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

BREADTH & DEPTH

  • 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
  • Develops foundational understanding of competitors, target industries and customer segments
  • Uses established methods and scripts to understand customer needs
  • Performs activities for customer retention and acquisition under direct guidance
  • Reports to the Manager of Client Service

EXPERIENCE AND / OR EDUCATION

  • 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. 
  • Strong communication skills with ability to build relationships and work collaboratively, confidentially and independently

À propos de nous

La TD est un chef de file mondial dans le secteur des institutions financières. Elle représente la cinquième banque en Amérique du Nord de par son nombre de succursales. Chaque jour, nous offrons une expérience client légendaire à plus de 27 millions de ménages et d’entreprises au Canada, aux États-Unis et partout dans le monde. Plus de 95 000 collègues de la TD mettent en commun leurs compétences, leur talent et leur créativité au service de la Banque, des clients qu’elle sert et des économies qu’elle appuie. Nous sommes guidés par notre vision d’être une meilleure banque et par notre objectif d’enrichir la vie de nos clients, de nos collectivités et de nos collègues. 

La TD est une entreprise profondément engagée à être une leader en matière d’expérience client. Voilà pourquoi nous croyons que chaque collègue, peu importe son secteur d’activité, est en contact avec la clientèle. En parallèle de l’évolution de nos activités et de notre stratégie, nous innovons afin d’améliorer l’expérience client et de créer des capacités pour façonner l’avenir des services bancaires. Que vous ayez plusieurs années d’expérience dans le secteur bancaire ou que vous commenciez tout juste votre carrière dans le domaine des services financiers, nous pouvons vous aider à réaliser votre plein potentiel. Vous pourrez compter sur nos programmes de formation et de mentorat et sur des conversations sur le perfectionnement et le leadership pour réaliser votre plein potentiel et atteindre vos objectifs. Notre croissance en tant qu’entreprise rime avec la vôtre.

Notre programme de rémunération globale

Notre programme de rémunération globale reflète les investissements que nous faisons pour aider nos collègues et leur famille à atteindre leurs objectifs en matière de bien-être mental, physique et financier. La rémunération globale à la TD inclut le salaire de base, la rémunération variable et bien d’autres régimes clés, comme des avantages sociaux en matière de santé et de bien-être, des régimes d’épargne et de retraite, des congés payés, des avantages bancaires et des rabais, des occasions de développement de carrière et des programmes de récompenses et reconnaissance. En savoir plus

Renseignements supplémentaires :
Nous sommes ravis que vous envisagiez une carrière à la TD. Sachez que nous avons à cœur d’aider nos collègues à réussir dans leur vie tant personnelle que professionnelle. C’est d’ailleurs pourquoi nous leur offrons des conversations sur le perfectionnement, des programmes de formation et un régime d’avantages sociaux concurrentiel.

Veuillez noter que ce poste est assujetti à la réglementation provinciale en matière d’emploi. Il est essentiel de mentionner que chaque province et territoire du Canada peut avoir sa propre réglementation et ses propres exigences.

Perfectionnement des collègues 
Un cheminement professionnel particulier vous intéresse ou vous cherchez à acquérir certaines compétences? Nous tenons à vous mettre sur la voie de la réussite. Vous aurez des conversations régulières sur le développement de carrière, le perfectionnement et le rendement avec votre gestionnaire. Une variété de programmes de mentorat et une plateforme d’apprentissage en ligne seront également à votre disposition pour vous aider à ouvrir de nouvelles portes. Que vous ayez à cœur d’aider les clients et souhaitiez élargir votre expérience ou que vous préfériez coacher et inspirer vos collègues, sachez que la TD propose un grand nombre de cheminements professionnels et qu’elle s’engage à vous aider à relever les occasions qui vont dans le sens de vos objectifs.
 

Formation et intégration
Nous tenons à nous assurer que vous disposez des outils et ressources nécessaires pour réussir à votre nouveau poste. Dans cette optique, nous organiserons des séances d’intégration et de formation.

Processus d’entrevue 
Nous communiquerons avec les candidats sélectionnés pour planifier une entrevue. Nous ferons notre possible pour communiquer par courriel ou par téléphone avec tous les candidats pour leur faire part de notre décision.

Mesures d’adaptation

L’accessibilité est importante pour nous. N’hésitez pas à nous faire part de toute mesure d’adaptation (salles de réunion accessibles, sous-titres pour les entrevues virtuelles, etc.) dont vous pourriez avoir besoin pour participer sans entraves au processus d’entrevue.

Nous avons hâte d’avoir de vos nouvelles

Exigences linguistiques:

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