Client Management Specialist

TD Bank; Singapore; Presencial; SGD 120.000 - 180.000; Tempo integral

Resumo da vaga

TD Bank Group’s Global Business Services & Operations within TD Securities seeks a proactive Client Onboarding specialist to manage onboarding mandates for institutional clients. You will coordinate across KYC/AML, Tax, Legal Documentation and Regulatory onboarding, driving onboarding from initiation to trading readiness.

You will partner with Sales and Trading to support onboarding priorities, apply knowledge of Global Markets products, and deliver a high-quality client experience while

Qualificações

• Bachelor's degree.
• Minimum 7 years of relevant experience in investment banking, buy-side, broker-dealer or capital-markets environment.
• Strong working knowledge of Global Markets products and associated client-onboarding requirements across multiple asset classes.
• Experience supporting or coordinating regulatory and legal onboarding processes, including familiarity with ISDA.

Responsabilidades

• Own a portfolio of institutional-client onboarding mandates, providing clear accountability, proactive updates and a consistently high standard of service.
• Drive onboarding from initiation to trading readiness by managing milestones, dependencies and cross-functional actions across multiple concurrent workstreams.
• Apply strong working knowledge of Global Markets products to identify onboarding requirements, support execution and facilitate timely trade enablement.
• Coordinate requirements across KYC/AML, Tax, Credit, Legal Documentation and Regulatory Onboarding, escalating material risks, dependencies and delays appropriately.
• Engage clients proactively to understand priorities, manage expectations and provide concise, transparent status updates.
• Resolve day-to-day blockers independently, mobilising the appropriate stakeholder and escalating when decisions or intervention are required.
• Contribute practical ideas to new-client, product and process initiatives, with a focus on client experience, control and operational efficiency.
• Partner closely with Sales and Trading to support onboarding priorities and deepen long-term institutional-client relationships.

Conhecimentos

Relationship management

Onboarding expertise

Stakeholder management

Communication skills

Attention to detail

Go-getter mindset

Formação

Bachelor's degree

Ferramentas

UiPath

Alteryx

Python

SQL

Tableau

SharePoint

Descrição da vaga

Work Location : Singapore, Singapore

Hours: 40

Line of Business: TD Securities

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

Department Overview

Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to provide banking, securities, and asset management services to clients globally. Global Business Services & Operations recruits highly motivated individuals who can help the Dealer and our clients facilitate business. Professionals in Global Business Services & Operations come from a variety of academic and professional backgrounds.

The successful candidate will be part of the Client Management team within Global Business Services & Operations. The team's primary responsibility is relationship management, coordination and management of onboarding of clients for TD Securities, globally. Client Management is also responsible for assisting with large client relationships initiatives that impact the dealer. The Client Management team is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimised, and the client has a positive experience. The successful candidate will be expected to take personal ownership of client outcomes, communicate with confidence, think creatively and continuously improve how we work.

Role Overview

This is a highly visible, client-facing role for a proactive individual who combines strong capital-markets knowledge with an ownership mindset. The successful candidate will act as a trusted onboarding partner to clients, Sales and Trading, anticipating needs, removing obstacles and independently driving onboarding mandates through to trading readiness.

You champion an innovative culture and mindset by challenging and evolving the business strategy. You identify and execute innovative improvement opportunities; inspire the adoption of new technologies, models and methodologies to enhance productivity, operational effectiveness of the business, and client experience, while supporting an effective control environment.

You have broad understanding of trade life-cycle functions that may impact the client experience (pre /intra/post-trade) and effectively manage the onboarding process to drive client satisfaction.

You establish collaborative relationships with partners and communicate complex issues to a wide array of stakeholders.

You demonstrate a go-getter mindset: takes initiative, follows through relentlessly, challenges blockers constructively and mobilises the right stakeholders to deliver outcomes within demanding timelines

You identify opportunities to optimize internal business processes and strategies with technology solutions; identify development needs to increase operational efficiency and productivity.

You prioritize competing requests and multiple tasks in a deadline driven environment with meticulous attention to detail and organizational skills.

Practical knowledge of Co-pilot and programming tools, such as UiPath, Alteryx, Python, SQL, Tableau, SharePoint, etc. is an asset

Specific accountabilities include:

• Own a portfolio of institutional-client onboarding mandates, providing clear accountability, proactive updates and a consistently high standard of service.
• Drive onboarding from initiation to trading readiness by managing milestones, dependencies and cross-functional actions across multiple concurrent workstreams.
• Apply strong working knowledge of Global Markets products to identify onboarding requirements, support execution and facilitate timely trade enablement.
• Coordinate requirements across KYC/AML, Tax, Credit, Legal Documentation and Regulatory Onboarding, escalating material risks, dependencies and delays appropriately.
• Engage clients proactively to understand priorities, manage expectations and provide concise, transparent status updates.
• Resolve day-to-day blockers independently, mobilising the appropriate stakeholder and escalating when decisions or intervention are required.
• Contribute practical ideas to new-client, product and process initiatives, with a focus on client experience, control and operational efficiency.
• Partner closely with Sales and Trading to support onboarding priorities and deepen long-term institutional-client relationships.

Job Requirements:

• Bachelor's degree
• Minimum 7 years of relevant experience in investment banking, buy‑side, broker‑dealer or capital‑markets environment.
• Strong working knowledge of Global Markets products and associated client‑onboarding requirements across multiple asset classes.
• Experience supporting or coordinating regulatory and legal onboarding processes, including familiarity with ISDA,