Job Description
Elevate your career with TD Wealth as a Wealth Operations Officer in Markham, Ontario. This role focuses on transaction execution, process improvement, and building client relationships while meeting service level agreements.
As a Wealth Operations Officer, you will play a crucial role in executing transactions accurately and on time. Support colleagues by validating information and identifying service delivery improvements. Engagement with customers, partners, and vendors is key to maintaining strong relationships and effective communication.
Key Responsibilities:
• Execute transactions per guidelines and SLAs
• Refer operational issues to appropriate partners
• Identify service delivery improvement opportunities
• Maintain customer and vendor relationships
• Complete assigned workloads to meet productivity targets
Requirements:
• Undergraduate degree or college diploma preferred
• 1+ years of relevant experience
• Familiarity with internal and industr...
As a Wealth Operations Officer, you will play a crucial role in executing transactions accurately and on time. Support colleagues by validating information and identifying service delivery improvements. Engagement with customers, partners, and vendors is key to maintaining strong relationships and effective communication.
Key Responsibilities:
• Execute transactions per guidelines and SLAs
• Refer operational issues to appropriate partners
• Identify service delivery improvement opportunities
• Maintain customer and vendor relationships
• Complete assigned workloads to meet productivity targets
Requirements:
• Undergraduate degree or college diploma preferred
• 1+ years of relevant experience
• Familiarity with internal and industr...