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Wealth Operations Specialist II — Growth & Service

TD

Canada

On-site

CAD 45,000 - 61,000

Full time

Yesterday
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Job summary

A leading financial institution in Toronto is seeking a candidate for a full-time position focusing on customer service and transaction accuracy. Responsibilities include executing transactions per guidelines, fostering customer relationships, and supporting service improvements. The ideal candidate has at least 1 year of relevant experience and a degree or diploma. Competitive salary between CAD $45,700 - $61,000, plus career development opportunities.

Benefits

Career development programs
Health and well-being benefits
Flexible working arrangements
Banking benefits and discounts

Qualifications

  • 1+ years of relevant experience.
  • Preferred undergraduate degree or college diploma.

Responsibilities

  • Execute transactions accurately and according to guidelines.
  • Develop and maintain relationships with customers.
  • Support partners with incoming transactions.
  • Identify and suggest service delivery improvements.

Skills

Transaction accuracy
Problem-solving
Customer relationship management
Communication

Education

Undergraduate degree/ college diploma
Job description
A leading financial institution in Toronto is seeking a candidate for a full-time position focusing on customer service and transaction accuracy. Responsibilities include executing transactions per guidelines, fostering customer relationships, and supporting service improvements. The ideal candidate has at least 1 year of relevant experience and a degree or diploma. Competitive salary between CAD $45,700 - $61,000, plus career development opportunities.
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