Client Services Representative – TD Asset Management

408714BR
Asset Management
Regina, SK
May 8, 2023

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Company Overview

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Department Overview

TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions in active, quantitative, and passive portfolio management. As of December 31, 2022, TDAM and its affiliates manage over $408 billion in assets on behalf of pension, insurance, endowment/foundation, and corporate clients, as well as high-net worth clients and retail mutual funds.

In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate Portfolio Managers, Traders and Analysts.

With assets over $100 Billion, TD Mutual Funds is the third largest fund company in Canada. TD Asset Management (TDAM) Advisor Distribution offers a range of mutual funds and managed portfolios through a national sales and service team of over 100 people. The sales team is responsible for selling TD Mutual Funds through external advisors (Brokers and Planners), Financial Planners and Insurance Agents contributing to TDMF assets.

Job Description

The Client Services Call Centre within TDAM Retail Distribution acts as a contact liaison between external Advisors/Dealers and TD Wealth Operations departments. The mandate of the team is to own, escalate and resolve operational issues and inquiries from external Advisors/Dealers; the focus of the team is to provide exceptional service to our clients. Management’s behalf and acting as a subject matter expert.

Major Responsibilities:

  • Maintain a consistent and superior client experience
  • Respond to and service inbound calls and emails initiated by our clients to achieve mutually satisfactory solution while complying with policies, practices, and procedures
  • Initiate outbound calls to advisors that require clarification when requests are not in good order
  • Investigate, research, and resolve account issues with thorough follow-up as the situation requires
  • Identify opportunities for the sales team through client referrals and sentiment
  • Continuously promote methods to improve quality service delivery
  • Contribute to qualitative & quantitative measurements of success
  • Superior interpersonal and communication skills
  • Strong financial market knowledge
  • Consistent adherence to established audit and compliance guidelines
#LI-Hybrid

Requirements

  • Expert knowledge of mutual funds
  • CSC/IFIC Canadian Investment Funds Course
  • Minimum 1 – 2 years client service and/or industry related experience preferred
  • Familiarity with MS Word, Excel, and other Windows based PC applications
  • Post-secondary education required, University degree considered an asset
  • Mutual Funds experience preferred
  • Exceptional oral and written communication skills
  • Detail oriented
  • Comfortable in a multi-task environment, managing multiple competing priorities
  • Superior listening skills
  • Strong analytical and problem-solving skills
  • Demonstrates confidence in decision making ability
  • Ability to work both independently and within a team environment
  • Willing to participate in and contribute to coaching and team activities
  • Bilingual FR/Eng language skills is an asset

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.