Associate, Relationship Management, TD Asset Management

Job title: Associate, Relationship Management, TD Asset Management

Job description: Company Overview

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Department Overview

TD Asset Management (TDAM) is a member of TD Bank Financial Group and is one of Canada’s largest investment management firms. As of December 30, 2020, TDAM and its affiliates manage over $407 billion in assets on behalf of pension, insurance, endowment/foundation and corporate clients, as well as high-net worth clients and retail mutual funds, across both active fundamental and quantitative-based solutions. On the retail investment side, TDAM is the third largest mutual fund company in Canada and manages assets on behalf of more than 1.9 million investors and offers one of the most broadly diversified fund families in Canada. A cornerstone of TDAM’s success has been the ability to partner with its clients to develop customized solutions that meet their evolving needs and objectives.

Job Description

The Associate, Relationship Management is an integral part of TDAM Institutional External Distribution Team. This position has primary accountability for providing a high level of client service support to Institutional Clients and Consultants.

To fulfill on the accountabilities, daily interaction with Relationship Managers, Portfolio Managers and internal support teams will be required to fulfill Client and Consultant requests. Strong interpersonal skills are essential to maintain and expand relationships with external clients, numerous internal business functions and other team members. This position is both deadline-based and ad hoc in nature as two days are never the same, therefore flexibility is required.

Accountabilities

• Preparing and collecting account opening documentation and ensuring compliance with KYC, AML and other internal/regulatory requirements
• Assist RMs with servicing existing clients and consultants providing value added support and resources to effectively meet client deliverables
• Develop partnerships with internal departments leveraging their skills and resources to service client requests
• As a primary contact for assigned Client relationships, maintaining “Best in Class” client experience will be a priority through effective execution of ongoing and ad hoc requests,
• Assume assignment of more complex client mandates and requests upon consistent demonstration of ability to effectively execute on challenging client deliverables
• Provide timely, accurate and professional responses to client/consultant inquiries meeting service level agreements
• Coordinate collection of data and reporting for client requests. Proactively provide clients with requested information when needed on an ongoing basis.
• Follow client servicing standards to ensure the client experience provided is consistent across the service team
• Coordinate and facilitate meetings with internal stakeholders to support effective client on-boarding, client mandate changes and ad hoc requests as required
• Ensure quality assurance with the final completion of Portfolio Reviews, provide guidance and support to Communications Team as required
• Cross train on Sales Support deliverables to provide team support as required
• Exhibit strong time management and organizational skills understanding what deliverables to prioritize and re-prioritize as additional tasks are received
• Develop an understanding of the product offerings and investment management industry practices
• Utilize and contribute to RFI type questions in database
• Participate in project related initiatives to enhance client experience
• Coordination and completion of client questionnaires
• Collection of outstanding documentation and ad hoc compliance and audit requirements
• Leverage a variety of communication options to ensure messaging is effectively communicated and easily understood by clients

Requirements

• Possess excellent communications skills, both written and oral;
• Exhibit particularly strong attention to detail along with exceptional time management and organizational skills;
• Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for “getting things done”;
• Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff;
• Exhibit and execute proactively to address potential service or operational gaps,
• Be a highly motivated individual with the ability to inspire peers to greater results;
• Have at least three years experience in a client service role, with expanding complexity;
• Exhibit very strong interpersonal skills ;
• The ability to work in a fast paced environment, meet multiple deadlines and prioritize activities;
• Have a university degree and the Canadian Securities Course (CSC);
• Enrolment in the Chartered Financial Analyst designation program is an asset;
• Exhibit a keen interest in and knowledge of the Canadian investment management industry; knowledge of the Canadian pension industry is an asset;
• Advanced user in MS Powerpoint, Word and Excel

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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.

Company: TD

Expected salary:

Location: Toronto, ON

Job date: Thu, 11 Nov 2021 23:17:16 GMT

Job Source: Careerjet.ca

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