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Manager Client Service, Investment Management

2 months ago

Kingston, Canada CareerBeacon Full time
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Job Description:
Private Wealth Management Wealth Advice provides high-net worth and ultra-high-net client segments with holistic discovery and planning towards customized advice and solutions. Team members collaborate closely with each other to fully franchise the client while delivering the full spectrum of TD Wealth Services, Private Investment Advice, Private Investment Counsel, Private Banking, Private Trust, Wealth Advisory and Insurance Services.

Manager Client Services - Specialized Services is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced Center ensuring a positive working environment, effective change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements.

  1. Lead, coach, develop and oversee a diverse team of Private Client Service Associates (PCSA) and other Centre support staff
  2. Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner
  3. Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified workforce to achieve business objectives
  4. Lead operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience
  5. Provide guidance on addressing client complaints, and when needed manage and escalate client concerns
  6. Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience
  7. Lead change management initiatives to ensure implementation is smooth and adoption is early
  8. Promote a fair and inclusive environment that supports a diverse workforce and encourage the team to achieve common goals and objectives
  9. Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct
  10. Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts.

Skills Required:

  1. 5+ years of related people manager experience
  2. Deep knowledge of Wealth Management, industry, and markets
  3. Requires strong knowledge of Retail Banking systems, applications, processes and procedures
  4. Possess excellent people management, coaching, and stakeholder management experience
  5. Requires strong process management knowledge and understanding of the business and operational function areas supported
  6. Possess excellent decision making skills
  7. Effectively able to handle critical and/or high-risk issues

Experience & Education:

  1. Post-secondary/university degree an asset
  2. Canadian Securities Course (CSC)
  3. willing to complete courses to become a RR under IIR

Who We Are:
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.

Our Total Rewards Package:
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.

Additional Information:
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.

Colleague Development:
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.

Training & Onboarding:
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.