Job Description & How to Apply Below
Location: Quebec City
Elevate your career with TD Wealth as a Wealth Operations Officer III. You'll accurately execute transactions and enhance service delivery while managing client relationships in this rewarding role.
This position involves ensuring service level agreements are met as a vital part of the TD Wealth team. You will engage in processing transactions, resolving operational issues, and driving process improvement initiatives. Additionally, you'll collaborate with stakeholders, customers, and partners, fostering a culture of excellence and responsiveness.
Key Responsibilities:
• Execute transactions with accuracy and timeliness
• Elevate operational issues to ensure quality service
• Identify and implement service delivery enhancements
• Maintain strong relationships with clients and partners
• Support compliance with regulations and policies
Requirements:
• Undergraduate degree or college diploma is preferred
• Minimum 1 year of relevant experience
• Strong understanding of financial regulations
• Excellent customer service and communication skills
• Ability to manage confidential information
Leverage your expertise in transactions and client service at TD Wealth to achieve business goals.
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