Institutional Custody Admin & Client Growth Manager

TD Bank, N.A.; Mount Laurel Township (NJ); On-site; USD 91,000 - 136,000; Full time

Benefits offered by this job

Total Rewards Package

Job summary

TD Bank, N.A. is seeking a Custody Administration Account Manager to administer an assigned book of Institutional Custody relationships in the TD Wealth line of business.

You will work with clients, third-party managers and operations to ensure timely and accurate transactions and custody services. The role requires handling Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody accounts, with a focus on growing client relationships, meeting sales targets and partnering with

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below 5+ Years of related experience.
• Thorough knowledge of Corporate Trust laws required
• Financial professional designation preferred
• Proven sales ability, including successfully attracting new Clients
• Attention to detail
• Excellent communication skills, written, verbal and presentation

Responsibilities

• Participates in presentations to Clients to provide information on a variety of trust and financial services
• Monitors Clients' accounts, resolving problems and offering alternatives
• Ensures the accuracy and maintenance of Client records and files and updates information as needed
• Coordinates with more experienced staff, when appropriate to resolve more difficult Client issues, problems and requests
• Communicates regularly with Operations, Tax, Compliance and Sales personnel and other appropriate internal areas to give and receive updated Client information
• Ensures proper administration of Company policies and regulatory guidelines and ensures coordination of services
• Develops business plans with results based on activities identified and quantified to broaden and expand Client relationships
• Identifies referral opportunities within book of business and engage PCS partners and internal/external contacts to close on those opportunities
• Attains predetermined annual sales, cross-referral and account retention goals through proactive Client contact
• Assists PCS team members with business development activities
• Participates in department administration and committees as required
• Evaluates issues, problems and opportunities in department's account relationships and recommends changes in policies and procedures to improve efficiency and enhance revenue
• Suggests changes for operational improvement
• Complies with Corporate Trust policy and procedures and business strategies
• Reviews legal documents of assigned accounts to determine terms, responsibilities and duties of the Company
• Works independently with limited supervision from senior staff members
• Administers more complex accounts
• Meets with Clients regularly to review proposals

Skills

Client relationships

Sales ability

Attention to detail

Communication

Education

Bachelor's degree or progressive work experience

Financial professional designation preferred

Job description

TD Bank, N.A. is seeking a Custody Administration Account Manager to administer an assigned book of Institutional Custody relationships in the TD Wealth line of business.

You will work with clients, third-party managers and operations to ensure timely and accurate transactions and custody services. The role requires handling Bond Trustee, Bond Registrar, Paying Agent, Escrow Agent and Custody accounts, with a focus on growing client relationships, meeting sales targets and partnering with