sales and marketing manager
Title posted on CareerBeacon -
Manager Client Services II - Investment Management
Posted on
June 16, 2024
by
Employer details
TD Bank
Job details
Work Location:Barrie, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.Job Description:This role is responsible for leading a team of highly skilled support staff with diverse capabilities conducting day-to-day operations of a fast-paced branch ensuring a positive working environment, change management, consistent process improvements, and adherence to ever-changing regulatory and control requirements. Primary Businesses: Private Investment Advice, Private Investment CounselCUSTOMER: ? Contribute to operational improvements and coordinate the implementation of new policies & procedures intended to improve the quality of the client experience? Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience? Provide leadership for all national and branch projects and initiatives;? Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is early? Actively participate and contribute in national MCS Conference Calls, National and Regional Calls, providing input and feedback as required? Assist CSA team with day to day problem resolution and escalation requests? Remain abreast of client feedback on service quality and coach the team towards preventing issues and improving the client experience? Provide leadership for all national and branch projects and initiatives;? Lead change management initiatives, together with Branch Management, to ensure implementation is smooth and adoption is earlySHAREHOLDER: ? Supervise day-to-day operations / activities, balance workloads, ensure compliance to internal / external requirements and the achievement of service level standards? Coach and develop employees to proactively identify client product and services needs and deliver on the business sales, advice strategies and individual goals? Resolve escalated matters and refer complex issues / situations beyond own level of expertise? Ensure adherence to operating standards and processes? perform quality checks and validation of work? Review and/or update procedures ensuring all functions and systems are well documented? Ensure necessary due diligence to support the accuracy of all client transactions / activities? Follow and ensure employees understand and apply bank operating policies and procedures? Protect the interests of the organization ? identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary? Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts? Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite? Ensure employees are knowledgeable; and assume responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of ConductEMPLOYEE TEAM: ? Lead, coach, develop and oversee a diverse team of Client Service Associates and other branch support staff? Contribute to the process of setting performance objectives for the team; track, monitor and effectively address and/or reward performance in a timely manner? Manage employees in compliance with all human resources policies, procedures and guidelines of conduct? Share knowledge, information, skills, and subject matter expertise among the team and ensure the timely communication of issues and encourage good working relationships with other functions and teams? Support an environment where team freely escalates business challenges; facilitate change through positive reinforcement of milestones and successes? Lead the recruitment and selection process for all support staff hires to ensure a highly diverse, qualified w
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LocationMidland, ON
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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
#2079055
Advertised until
2024-07-15
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