Operations Specialist at papernest optimizing business line performance and collaborating across teams. Driving sales growth and improving operational systems in a diverse environment.
About the role
- Business Operations Support Lead I at TD providing support to wealth planners and ensuring client success. Involves client interaction and administrative support within TD Financial Planning team.
Responsibilities
- Provide high level of support to TD Wealth Financial Planners (FP) and Client Service Associates (CSA)
- Outbound client contact (no cold calling)
- Maximize support for FPs and CSAs in administrative matters
- Obtain/compile supporting documentation for Annual Client Reviews
- Support FP in day-to-day maintenance of client relationship management functions
- Contribute to LEI results by identifying potential opportunities when interfacing with customers
- Partner with CSA to facilitate their functions for overall client experience
- Actively use Salesforce
Requirements
- Strong oral and written communications skills
- Passionate about providing superior customer service
- Resourceful and strong organizational skills
- Ability to multitask
- Call center, customer service and/or banking experience (asset)
- Canadian Securities Course and/or Wealth Management industry experience (nice to have)
- Flexibility to work evenings and/or weekends
- Bilingual French or Cantonese (asset)
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development and training programs
- Reward and recognition programs
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