Manage client services operations at TD Wealth in Hamilton, Ontario. Drive client satisfaction and team development as you lead a agile 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 engaging 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
• Solid operational and business process knowledge
• Willingness to become an Investment Representative
Leverage your experience to elevate client services within TD Wealth in Hamilton.
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