Elevate your career with TD Wealth as a Wealth Operations Officer II in Toronto, Ontario. You will execute transactions, improve service delivery, and support operational processes for customers and partners.
This role involves a solid focus on customer service and operational excellence. You will manage transactions accurately while adhering to guidelines and support your team and partners with efficient communications. A commitment to continuous learning and improvement is essential to thrive in this environment.
Key Responsibilities: • Execute transactions promptly and accurately • Identify opportunities for process improvements • Validate information for transaction processing • Maintain relationships with customers and partners • Ensure compliance with regulations and policies
Requirements: • Undergraduate degree or college diploma preferred • 1+ years of relevant experience • Strong understanding of operational guidelines • Excellent communication and relationship-building skills • Ability to work within defined parameters
Bring your expertise in transaction management and customer support to contribute to TD Wealth's success in Toronto. #J-18808-Ljbffr
📌 Wealth Operations Officer at TD (Winnipeg)
🏢 TD
📍 Winnipeg