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customer service representative - financial services

Title posted on CareerBeacon - Business Operations Support Representative III

Posted on May 22, 2025 by Employer details TD Bank

Job details

Work Location:Brampton, Ontario, CanadaHours:37.5Line of Business:Business Management, Strategy &amp; SupportPay Details:$45,700 - $61,000 CADTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.Job Description:TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients. TD Wealth Private Investment Advice (PIA) is ideal for investors who are looking for professional, custom-tailored wealth planning and investment solutions, while maintaining participation in the decision-making process regarding their financial affairs. The advisors work with clients to design and implement a comprehensive investment strategy, recommend customized investment solutions and provide on-going portfolio monitoring and performance reporting aimed at enhancing the client's financial success over the long-term. Reporting to the Manager of Client Service, the Business Operations Support Representative provides legendary quality, efficient, and specialized administrative support on a multiple and diverse range of assignments within a dynamic client-oriented sales environment. The ideal candidate is accustomed to responding to an ever-changing face paced environment, embraces change, and easily adapts. They are driven to succeed and want to make a positive impact with every interaction. They possess and demonstrate problem solving abilities that focus on solutions. Key responsibilities: Provide and deliver a high level of administrative support to the branch while ensuring high quality service and professionalism at every client interaction; going above and beyond where required Support the Manager Client Service (MCS) in functions related to overall operations and day to day administration Implement effective communication of all operational, administrative and regulatory /compliance activities as required. Support the team by continuously developing increased knowledge in all branch processes Support coordination of equipment needs for system access, IT support, and able to provide training support where required for branch staff Coordination and handling of all premise's issues including building issues, seasonal and promotional displays Maintain and provide ongoing support and improvements to the branch filing system Perform office duties as assigned; ensuring changes are implemented and communicated to staff when required to ensure a high level of compliance following audit procedures Support the team by actively promoting/supporting key firm/branch initiatives Actively suggest improvements that focus on TD's vision of building a better bank and above average standards Identify areas to reduce costs on expenditures and bringing ideas to MCS and/or BM for improvement Support an up-to-date Business Continuity Management (BCM) Plan and ensure details are communicated to and understood by all staff implementing changes where required. Support the branch professionals where required including client requests Be an advocate for the client experience Other Sundry duties as assigned As the Business Operations Support Representative will be located at Reception, the role will also be responsible for: Greeting clients and/or guest to the branch and respond to their requests