Operations Specialist, Client Reporting

5 months ago

Toronto, Canada TD Bank Full time

**Operations Specialist, Client Reporting**:

- 416173BR

**Job Category - Primary**
- Wealth Management

**Work Location**
- 77 Bloor Street West Corporate

**Employment Type**
- Regular

**City**
- Toronto

**Time Type**
- Full Time

**Province/State**
- Ontario

**Hours**
- 37.5

**Workplace Model**
- Hybrid

**Pay Details**

**Department Overview**

TD Wealth Operations is part of Wealth Shared Services and is the operational engine of TD Wealth. Wealth Operations supports all TD Wealth distribution channels, TD Mutual Funds, TD Asset Management, and TD Securities. TD Wealth Operations goal is to be recognized as an industry leader in Operational Excellence; providing Legendary Partner and Client experience leading by best employee experience, focusing on process and productivity enhancement and effectively managing risks and controls

**Job Details**

**Client Reporting Production**
- Coordinate activities and timelines across multiple teams including Vendors, Technology and business Architecture to ensure statement production is completed within SLAs and customer expectations are met

**Client Reporting Issues Management**
- Oversee a robust issues management protocol that includes assessing and monitoring of statement issues, defining escalation protocols, proactive issue identification, solutioning (strategic and short-term solutions), monitoring and reporting
- Interact with business partners across the organization to resolve issues quickly and highlight process gaps and opportunities for improvement to enhance the customer/colleague experience
- Work closely with Biz Arch, technology, vendors, and Operations teams to provide expertknowledge and swiftly resolve barriers to completion
- Working with the Client Reporting Data Validation team to continuously inform and enhance model assumptions, reduce outliers, improve data quality and improve business processes
- Highlight key risks and provide ongoing recommendations on to mitigate these going forward
- Manage dashboard reporting and engage stakeholders in managing issues and securing business partners' buy-in
- Maintain tracking, reporting and trend analysis for client reporting and performance inquiries
- Requires expanded knowledge of Wealth products/services/processes in addition to organizational awareness
- Lead the analysis of root cause and business processes are amended as needed
- Lead the monthly statement quality verification activities
- Maintain tracking, reporting and trend analysis for client reporting
- Assess information, potential gaps in documentation, and holistically evaluate situation to determine immediate risk factors/additional supporting documentation up front

**Client Reporting Projects**
- Effectively engage partners across Wealth to evaluate impact of client reporting related issues/new reporting requirements and work with stakeholders to assess implications and next steps
- Support the evaluation of client reporting activity for home of best fit and development of appropriate transition plans in participation with all stakeholders including well defined resource assessment, roles and responsibilities and procedures (i.e. year end resource package, etc.
- Support the work effort to design the future state of client reporting, including defining the building blocks of a client reporting journey and developing an execution plan that garners support from business and senior management

**Job Requirements**
- Undergraduate or Post Graduate degree in Business/Commerce, Business Administration or related discipline
- Minimum of 5 years of relevant experience in Client Reporting, Wealth Management, Operations, Business Process Improvement/Analysis or related areas supporting lines of business

**Other requirements/Qualifications**:

- Maintain a culture of risk management and control, supported by effective processes and sound infrastructure to achieve a strategic balance of risk and return.
- Promote and support a positive work environment that encourages productivity, innovation, teamwork and professionalism in a time sensitive and deadline-based environment
- Strong communication skills - able to present complex issues/concepts in simple and clear language and able to cater messaging to senior audiences
- Strong leadership skills - able to manage through ambiguity and changing circumstances in a fast-paced environment
- Solution oriented - able to develop options, with a focus on resolving issues.
- Experience with large scale change initiatives and ability to manage competing priorities and challenging timelines
- Strong collaborator - able to drive consensus on issues and effectively engages employees, colleagues, business partners, external stakeholders in a matrixed environment
- Self-starter and continuous improvement mindset - needs mínimal direction on how to get things done and is driven by a continuous improvement mindset

**Additional Information**
- #LI

**Company Overview**

**Our Values**
At TD we're guided

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