Client Services Representative - TD Asset Management

TD Bank; Montreal; On-site; CAD 52,000 - 75,000; Full time

Job summary

A leading North American investment manager seeks a Client Services Representative for its TD Asset Management team in Montreal. You will enhance client satisfaction through superior service, support the sales team with client referrals, and manage operational inquiries from advisors. The ideal candidate will have strong interpersonal and financial market knowledge, as well as excellent communication skills in both English and French.

Qualifications

• Minimum 1-2 years client service and/or industry-related experience preferred.
• Bilingual in English and French.

Responsibilities

• Maintain a consistent and superior client experience.
• Respond to and service inbound calls and emails.
• Investigate, research, and resolve account issues.

Skills

Interpersonal skills

Communication skills

Financial market knowledge

Analytical skills

Problem-solving skills

Education

Post-secondary education

Job description

Client Services Representative - TD Asset Management page is loaded

Client Services Representative - TD Asset Management

Apply remote type On Site locations Montréal, Québec time type Full time posted on Posted 2 Days Ago time left to apply End Date: June 11, 2025 (4 days left to apply) job requisition id R_1422615

Work Location:

Montréal, Quebec, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

52 700 $/$52,700 - 74 400 $/$74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

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 June 30, 2024, TDAM and its affiliates manage over $434 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.

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.

Accreditation/Skills:

• Expert knowledge of mutual funds.
• CSC/FIC 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.

Qualifications/Competencies

• Mutual Funds experience preferred.
• Exceptional oral and written communication skills.
• Bilingual in English and French.
• 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.

Hours of Operation:

8:00 a.m. - 8:00 p.m. (Eastern Time) Monday to Friday (flexibility required).

Please note employees will be going to 4 days in the office March 2025

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you’d like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):

Maîtrise d’une langue autre que le français pour offrir du soutien ou traiter avec des employés qui ont besoin de services et de soutien dans une langue autre que le français.

Our Values
At TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.

Our Commitment to Diversity, Equity, and Inclusion
At TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.

Helping to Make an Impact in Communities – TD Ready Commitment
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada | US | Europe & Asia Pacific