Client Services Manager at TD Wealth (Toronto)

Client Services Manager at TD Wealth (Toronto)

19 Aug
|
Socket.dev
|
Toronto

19 Aug

Socket.dev

Toronto

Manage client services operations at TD Wealth in Hamilton, Ontario. Drive client satisfaction and team development as you lead a dynamic support team focused on wealth management. As the Manager Client Services II, your leadership will enhance client interactions through effective team management and operational oversight.

You will play a pivotal role in training, coaching, and inspiring the team to achieve performance excellence while implementing operational improvements and maintaining compliance with industry regulations. Key Responsibilities:

- Oversee daily operations ensuring team effectiveness
- Coach and develop staff to meet client service goals
- Facilitate hiring and selection of a diverse support team
- Implement training programs for ongoing staff development
- Address performance issues and track employees' progress Requirements:
- 5+ years of management experience in finance
- In-depth understanding of wealth management
- Proven people management and coaching skills
- Strong operational and business process knowledge
- Willingness to become an Investment Representative Leverage your experience to elevate client services within TD Wealth in Hamilton.

📌 Client Services Manager at TD Wealth (Toronto)
🏢 Socket.dev
📍 Toronto

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