financial clerk - financial sector
Title posted on CareerBeacon -
Admin Assistant Client Service Associate
Posted on
June 14, 2024
by
Employer details
TD Bank
Job details
Work Location:Surrey, British Columbia, CanadaHours:37.5Line of Business:TD WealthPay Details:38,300 - 51,700 CADJob Description:Job DescriptionThis role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews) and managing transactions and reporting activities.CUSTOMERPrepare documentation and provide updates to IA(s) in preparation for client meetingsCreate reports for analysis of client accountsAccept/create leads & ensure correct referral coding on TD LeadsReview newly posted marketing content and determine if relevant for clients; submit marketing pieces for approval and compile client information packagesFamiliarity and adherence to compliance requirements as outlined in PIA's policies and procedures, including all aspects of new and existing account documentation and marketing materialsProvide a high level of Client service for all non-advice activities which includes responding to client requests via phone and email based on knowledge of full service brokerageDeliver a legendary (gold standard) client experienceExecute the tasks related to the Sales and Client Engagement model/client segmentation and support 4 Wealth pillarsProvide market quotes and track Dividends, RSPs, RIFsSHAREHOLDERPrioritize and manage own workload to meet SLA requirements for service and productivityConsistently exercise discretion in managing correspondence, information and all matters of confidentiality; escalate issues where appropriateProtect the interests of the bank ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessaryMaintain a culture of risk management and control, supported by effective processes in alignment with risk appetiteAdhere to internal policies/procedures and applicable regulatory guidelinesConduct reporting and / or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practicesUse insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectivesMonitor service, productivity and assess efficiency levels within own functionImplement continuous process / performance improvements where opportunities existsEMPLOYEE / TEAMParticipate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interestSupport the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unitKeep current on emerging trends/ developments and grow knowledge of the business, related tools and techniquesParticipate in personal performance management and development activities, including cross training within own teamKeep others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activitiesContribute to the success of the team by willingly assisting others in the completion and performance of work activities;Contribute to a fair, positive and equitable environment that supports a diverse workforceAct as a brand champion for your business area/function and the bank, both internally and/or externallyBREADTH & DEPTH:First level service professional requiring detailed knowledge of own direct products / services and key competitorsInteracts with customers to provide guidance on a broad range of products / services and identify referral opportunities, based on bank guidelinesBasic understanding of the business developed through education, training and / or experienceDevelops foundational understanding of competitors, target industries and customer segmentsUses e
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LocationSurrey, BC
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2078993
Advertised until
2024-07-28
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