Customer Service Advocate

1 week ago


Vancouver, British Columbia, Canada TD Bank Full time

About TD Bank:

TD Bank is a global leader in financial services, serving over 27 million customers worldwide. We are committed to enriching the lives of our customers, communities, and colleagues.

 

Role Overview:

This role is part of our Client Service team, providing dedicated support to Investment Advisors (IA). The primary focus is on being the primary client contact for non-advice activities, ensuring exceptional customer service while managing transactions and reporting activities.

Key Responsibilities:

  • Create detailed reports for analysis of client accounts.
  • Manage leads, ensure correct referral coding on TD Leads, and prioritize tasks to meet SLA requirements.
  • Stay up-to-date with compliance requirements, adhering to PIA's policies and procedures.
  • Provide high-quality client service, responding to client requests via various channels.
  • Familiarity with the Sales and Client Engagement model/client segmentation and support four Wealth pillars.

Breadth & Depth:

This first-level service professional requires in-depth knowledge of direct products/services. Interacts with customers to provide guidance on a wide range of products/services, possessing basic understanding of the business developed through education, training, or experience.

Compensation and Benefits:

We offer a competitive salary range of $38,300 - $51,700 CAD per year, along with a comprehensive benefits package that includes mental, physical, and financial wellness programs.

Education and Experience:

An undergraduate degree or community college diploma is preferred. Reports directly to the Manager of Client Service.



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