Lead client service in Toronto with coaching, problem-solving, and people-management expertise at TD's Investment Management business. This role works 37.5 hours weekly.
As Centralized Manager Client Service, Investment Management, you lead Centralized Client Service Associates supporting Investment Advisors nationwide. Reporting to the Group Manager, you manage recruitment, training, career development, performance management, and service delivery. Success requires ownership of performance and results.
Key Responsibilities:
- Lead and coach Associates supporting PIA and PIC lines of business
- Oversee daily team activities and service delivery strategies
- Provide regular feedback through quality coaching sessions
- Resolve complex escalated issues for Advisors and partners
- Monitor reports, trends, service levels, and improvement plans
Requirements:
- Previous supervisory or management experience
- Proven client service, leadership, and business planning skills
- Strong judgment, problem-solving, and relationship-building abilities
- Knowledge of PIA products, systems, and procedures
- Understanding of securities regulations and legal frameworks
Apply your leadership, coaching, and client service expertise to strengthen Investment Management support at TD in Toronto.
Client Service Investment Manager in Toronto employer: TD Bank Group
TD Bank Group is an exceptional employer that fosters a collaborative and innovative work culture, particularly in the dynamic field of Payments Modernization. Employees benefit from comprehensive professional development opportunities, competitive compensation, and a commitment to work-life balance, all while being part of a leading financial institution located in the vibrant city of Toronto.
