Account Service Advisor
2 weeks ago
Lieu de travail: Canada
Horaire: 37.5 heures par semaine
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:
TD Private Wealth Management prend une approche sophistiquée et holistique pour la découverte des objectifs en matière de planification et de protection de la richesse afin de fournir des conseils, des solutions et un service hautement personnalisés aux clients.
Êtes-vous admiré pour votre attention aux détails, vos normes exigeantes et votre volonté d’aider les autres à offrir une expérience client légendaire à nos clients de grande valeur? Si oui, alors rejoignez-nous pour le poste d'Associé, Service à la clientèle PIA. Dans ce rôle, vous fournirez un soutien administratif spécialisé dédié à un conseiller en investissement ou à une équipe de conseillers sur diverses missions. Dans ce rôle de première ligne, vos premières impressions laisseront des résultats durables sur notre entreprise et l'expérience client.
Créer des rapports pour l'analyse des comptes clients; communiquer avec les clients pour fournir des conseils sur les produits et services, et identifier des opportunités de référence.Accepter/créer des pistes et assurer une administration correcte du codage des références.Fournir un niveau élevé de service client, y compris répondre aux appels, courriers et demandes électroniques en fonction de la connaissance de la courtage de services complets.Offrir l'expérience client "de la norme d'or" à chaque interaction avec les membres de l'équipe, les collègues et les clients; li>Utiliser des informations pour améliorer continuellement la performance individuelle et d'équipe pour les clients.Exigences du poste:
- Diplôme universitaire ou diplôme de collège communautaire préféré.
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