Client Relationship Associate - TD Asset Management

TD Bank; Regina; On-site; CAD 80,000 - 100,000; Full time

Job summary

Ein führendes Finanzinstitut sucht einen Client Relationship Associate, der die Institutional Distribution Team unterstützt. In dieser Rolle bieten Sie erstklassigen Service für institutionelle Kunden, koordinieren Meetings und arbeiten an Projekten zur Verbesserung der Kundenerfahrung. Mit einem Fokus auf Innovation und Mitarbeiterentwicklung bietet dieses Unternehmen ein unterstützendes Umfeld, in dem Ihre Fähigkeiten geschätzt werden. Wenn Sie eine Leidenschaft für Kundenbeziehungen haben und in einem dynamischen Team arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Benefits

Gesundheitsleistungen

Rentenpläne

Bezahlter Urlaub

Karriereentwicklung

Mitarbeiterrabatte

Anerkennungsprogramme

Qualifications

• Mindestens 3 Jahre relevante Erfahrung im Kundenbeziehungsmanagement.
• Starke Kommunikations- und Problemlösungsfähigkeiten erforderlich.

Responsibilities

• Unterstützung bei der Kundenanmeldung und Pflege von Kundenbeziehungen.
• Koordination von Meetings und Bearbeitung von Kundenanfragen.

Skills

Kommunikationsfähigkeiten

Detailorientierung

Proaktive Problemlösung

Interpersonelle Fähigkeiten

Teamarbeit

Education

Universitätsabschluss

Canadian Securities Course (CSC)

CFA (Enrollment)

Tools

MS Office

Job description

Client Relationship Associate - TD Asset Management

Client Relationship Associate - TD Asset Management

Apply: remote type On Site, locations Regina, Saskatchewan, time type Full time, posted on Posted 2 Days Ago, time left to apply End Date: May 18, 2025 (9 days left to apply), job requisition id R_1416834

Work Location: Regina, Saskatchewan, Canada

Hours: 37.5

Line of Business: TD Wealth

Pay Details: $80,000 - $100,000 CAD. This role is eligible for a discretionary variable compensation award based on performance. TD is committed to fair and equitable compensation, with growth and skill development opportunities. Actual pay may vary based on skills, experience, location, and organizational needs. Candidates are encouraged to discuss compensation with recruiters.

Job Description: TD Asset Management (TDAM), part of TD Bank Financial Group, is a leading North American investment manager managing over $459 billion in assets as of December 31, 2024. The Client Relationship Associate supports TD Global Investment Solutions (TDGIS) Institutional Distribution Team by providing high-level client service to Institutional Clients and Consultants. Responsibilities include supporting client onboarding, maintaining relationships, coordinating meetings, handling client requests, and participating in projects to enhance client experience.

Job Requirements: Minimum 3 years' relevant experience, excellent communication skills, attention to detail, results-oriented, ability to work independently and in teams, proactive problem-solving, strong interpersonal skills, university degree, Canadian Securities Course (CSC), knowledge of Canadian investment industry, proficiency in MS Office, and enrolment in CFA is an asset.

Note: Employees will transition to 4 days in-office starting March 2025.

Who We Are: TD is a leading global financial institution serving over 27 million customers. We focus on customer experience, innovation, and employee growth, offering various development programs and a supportive environment.

Total Rewards: Includes base salary, variable pay, health benefits, retirement plans, paid time off, discounts, career development, and recognition programs.

Additional Information: We support colleagues' career growth through development conversations, training, and mentorship. We provide onboarding and accommodations for accessibility. Our values emphasize impact, growth, and a culture of care. TD is committed to diversity, equity, and inclusion, and community engagement through the TD Ready Commitment initiative.