Client Care Specialist handling inbound customer calls, pest - control sales, account issues, and service scheduling. Supporting Abell Pest Control’s office and branch operations.
About the role
- TD Wealth client service associate supporting Financial Planners with accounts, transactions, and client inquiries. Managing operational controls, escalations, and service improvements for Canada’s leading bank.
Responsibilities
- Respond promptly and accurately to Financial Planner and client inquiries
- Provide options, solutions, and timely follow-up
- Submit and follow up on new account, transfer, and other documents
- Investigate, resolve, and follow up on Financial Planner and client issues
- Provide documents and information supporting Financial Planner needs
- Notify Financial Planners of updates, policy changes, and Daily News postings
- Complete new account openings, account transfers, cash transfers, iForms, and administrative or transactional requests
- Build productive relationships with Financial Planners, clients, and operations teams
- Assist Financial Planners with daily business activities
- Manage transactions, account maintenance, operations, and escalations
- Assist clients with inquiries, appointment booking, seasonal opportunities, and statement reviews
- Provide sales support by identifying net asset growth and revenue opportunities
- Act as a brand champion for FPSS and TD
- Prioritize workflow and maintain quality, efficiency, and timeliness
- Maintain risk management and control and escalate risks appropriately
- Supervise day-to-day operations, balance workloads, and ensure service-level and productivity standards
- Resolve escalated matters and refer complex issues beyond own expertise
- Perform quality checks and validate work
- Review and update procedures and documentation
- Monitor service and productivity and implement process improvements
- Identify operational issues and support implementation of process changes
- Participate in team initiatives, knowledge transfer, cross-training, and personal development
- Provide team coverage, training, coaching, and guidance
- Keep stakeholders informed about project and activity status
- Contribute to a fair, positive, equitable, and diverse work environment
- Report to a Manager, Financial Planning Support
Requirements
- University/College Diploma and/or minimum 2 years of industry experience
- Canadian Securities Course (CSC) required
- Complete Conduct & Practices Handbook (CPH) within first 90 days in role
- Complete Wealth Management Essentials (WME) within 18 months in role
- Specialized expertise across multiple complex tasks, systems, and jurisdictions
- Expert knowledge of products, processes, or systems within the area of specialty
- Advanced knowledge of business unit/operational functions and regulatory requirements
- Knowledge of TDGB and IIROC codes of conduct and securities laws and regulations
- Strong verbal and written communication skills
- Ability to gather and analyze data and solve complex problems
- Sound judgment regarding process and policy risk
- Ability to prioritize and manage workflow
- Ability to work with cross-functional teams and external contacts
Benefits
- Base salary
- Variable compensation
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations
- Training programs
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Interview accommodations, including accessible meeting rooms and captioning for virtual interviews
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