TD

Bus Operations Support Lead

TD

full-time

Posted on:

Location Type: Hybrid

Location: Montréal • 🇨🇦 Canada

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Salary

💰 CA$47,200 - CA$66,600 per year

Job Level

Senior

About the role

  • Provide a high level of support to TD Wealth Financial Planners (FP) and their Client Service Associates (CSA)
  • Outbound client contact (no cold calling)
  • Maximize support for FPs and their CSA in administrative matters
  • Obtain/compile all the required supporting documentation for completing Annual Client Reviews
  • Support the FP in day-to-day maintenance of client relationship management functions
  • Support the creation and execution of a robust client contact strategy leveraging phone and email channels
  • Contribute to LEI results by identifying potential opportunities during customer interaction
  • Assist in building and deepening customer relationships
  • Partner with the CSA to facilitate their functions in supporting the overall client experience
  • Actively use Salesforce
  • Build a positive experience at every interaction

Requirements

  • Strong oral and written communications skills are essential
  • Passionate about providing superior customer service
  • Resourceful with strong organizational skills
  • Ability to multitask
  • Close teamwork to meet individual and team measures
  • Conscientious and detail-oriented
  • Ability to learn new systems and applications quickly
  • Solid knowledge of Microsoft Office required
  • Call center, customer service and/or banking experience an asset
  • Canadian Securities Course and/or Wealth Management industry experience (nice to have)
  • Flexibility to work evenings and/or weekends
  • Bilingual French or Cantonese is an asset
Benefits
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off
  • Career development
  • Reward and recognition programs
  • Flexibility to work shifts between 8-8pm Monday-Friday AND possibly Saturdays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceclient relationship managementmultitaskingorganizational skillscommunication skillsMicrosoft OfficeSalesforcecall center experiencebanking experiencebilingual
Soft skills
teamworkdetail-orientedresourcefulnessflexibilitypassion for customer service
Certifications
Canadian Securities Course