Work Location:
Toronto, Ontario, Canada
Hours:
37.5
Line of Business:
TD Securities
Pay Details:
$69,700 - $98,400 CAD
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:
Global Operations and Business Services – Client Management Analyst
- You champion an innovative culture and mindset by challenging and evolving the business strategy. You identify and execute innovative improvement opportunities; inspire the adoption of new technologies, models and methodologies to enhance productivity, operational effectiveness of the business, and the client experience, while supporting an effective control environment.
- You have broad understanding of trade life-cycle functions that may impact the client experience (pre /intra/post-trade) and effectively manage the onboarding process to drive client satisfaction.
- You establish collaborative relationships with partners and communicate complex issues to a wide array of stakeholders.
- You identify opportunities to optimize internal business processes and strategies with technology solutions; identify development needs in order to increase operational efficiency and productivity.
- You prioritize competing requests and multiple tasks in a deadline driven environment with meticulous attention to detail and organizational skills.
- Practical knowledge of programming tools, such as UiPath, Alteryx, Python, SQL, Tableau, SharePoint, etc. is an asset
Department Overview
Global Business Services & Operations is at the core of TD Securities. We are a dynamic, multi-faceted division that partners with all parts of the Dealer, including Sales & Trading to provide banking, securities, and asset management services to clients globally. Global Business Services & Operations recruits highly motivated individuals who can help the Dealer and our clients facilitate business. Professionals in Global Business Services & Operations come from a variety of academic and professional backgrounds.
The successful candidate will be part of the Client Management team within Global Business Services & Operations. The team's primary responsibility is relationship management, coordination and management of onboarding of clients for TD Securities, globally. Client Management is also responsible for assisting with large client relationships initiatives that impact the dealer. The Client Management team is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimized, and the client has a positive experience. The candidate is expected to think creatively, improve the daily process, and take responsibility and ownership for this to happen.
Specific accountabilities include:
- Has a strong understanding of the client onboarding requirements including the new global regulatory framework, credit, legal documentation, and AML/KYC, Tax, and understands the role of various stakeholders involved
- Be actively engaged in identifying opportunities for process improvement and enhancing efficiencies;
- Working with sales and trading to grow long term relationships with buy side clients as they organically grow with TD
- Proactively working with buy side clients to assess needs and priorities daily
- Assist the desk and stakeholders in managing priorities
- Expediting the abilityto trade whilst ensuring all required stakeholders are engaged and risks minimized.
- Participate in new client and product strategies for the Dealer globally, offering value-added ideas and strategies
- Work with the Front Office and internal stakeholders daily to understand the client needs and track and prioritize high value relationships
- Working with stakeholders to understand regulatory and documentation requirements for large global institutional clients
- Building and maintaining strong relationships with internal stakeholders
- Maintain client status updates current in the database to track and monitor workflow.
- Organize and conduct weekly pipelines with all stakeholders, including Senior executives.
- Escalate and manage client issues proactively and in a timely manner.
Job Requirements
- Undergraduate degree or college diploma
- Minimum of 4 years experience of working experience in either buy side firms or Capital Markets industry
- Understanding of Financial Markets and all trading products
- Proven ability to maintain and manage large client relationships
- Demonstrates time management skills and commitment to delivering results within aggressive timelines and ability to support global desks
- Excellent communication and presentation skills
- High degree of intellectual curiosity, passion, and self-motivation
- Ability to work independently and within a team environment experience
- Ability to work within a diverse, global workforce that is client service oriented
- Ability to understand and find appropriate applications for data and analysis results
- Meticulous attention to detail and due diligence
- Sound understanding of risk processes and methodologies
- Demonstrates a high aptitude in time management
- Design, creativity, and problem-solving skills
- Fast learner who is dedicated to continuously improving their skills and expertise.
- Strong OUTLOOK/EXCEL/POWERPOINT skills
- Working knowledge of programming tools, such as Alteryx, Python and UiPath is a definite asset.
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Language Requirement (Quebec only):
Sans Objet
