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)
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