Client Service Associate

1 week ago


Montreal, Canada TD Bank Full time
p>Associé, Service à la clientèle - Planification Financière

Secteur d’activité: Gestion de patrimoine TD

À ce poste, vous offrirez un niveau élevé de soutien en matière de ventes et de service aux planificateurs financiers, Gestion de patrimoine TD dans le cadre de revue des progrès, de prise de contact avec le client et d’expansion des affaires. li>Contribuer aux ouvertures et aux transferts de comptes, aux transferts en espèces, aux formulaires électroniques et aux autres demandes administratives et transactionnelles des planificateurs et des clients, rapidement et avec exactitude, ainsi que fournir des conseils, au besoin.Offrir aux planificateurs financiers un soutien en matière de vente en ciblant des occasions de croissance de l’actif net et de revenus et en communiquant avec des clients potentiels.Recueillir et analyser les données pour cerner et résoudre les problèmes complexes, et les transmettre à un niveau supérieur, au besoin.Créer une expérience positive à chaque interaction et rechercher des moyens pour améliorer les ventes et le service de manière continue.Participer pleinement en tant que membre de l’équipe et promouvoir un milieu de travail positif axé sur le service.Diplôme universitaire ou collégial ou au moins deux années d’expérience dans le domaine Réussite du Cours sur le commerce des valeurs mobilières au Canada (CCVM) de Formation mondiale CSI.Réussite du Cours relatif au Manuel sur les normes de conduite (MNC) de Formation mondiale CSI dans les 180 jours suivant la date d’entrée en fonction Excellentes compétences en communication en vue de travailler en équipe et de façon autonome, d’offrir des services d’aide et d’établir des relations Bilingue français et anglais

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