Lead a transformative client service team at TD Wealth in Hamilton, Ontario.
This Investment Management Client Services
Manager role emphasizes proactive strategies to foster exceptional high-net-worth client relationships. As the Manager Client Services II, you'll be at the forefront of guiding a skilled support team, ensuring seamless operational flow and high client satisfaction. You will play a vital role in training staff, improving processes, and maintaining a diverse and inclusive working workplace for optimum service. Key Responsibilities:
- Oversee daily branch operations, ensuring quality service
- Develop the team to meet client product needs
- Direct recruitment and employee development efforts
- Encourage a diverse and inclusive workplace atmosphere
- Enhance client experience through policy improvements Requirements:
- 5+ years of related management experience
- In-depth understanding of Wealth Management industry
- Proven coaching and stakeholder management abilities
- University degree mandatory
- Willingness to attain Investment Representative designation within 6 months Transform client interactions and elevate service standards at TD Wealth while leading a committed team in Hamilton.
📌 Investment Management Client Services Leader (Canada)
🏢 TD
📍 Canada