Become a key player in operations at TD as a Wealth Operations Associate, focusing on transaction management and service excellence. Embrace opportunities for process enhancement while building strong customer relationships.
As a Wealth Operations Associate, your primary tasks include executing transactions in compliance with established SLAs and assisting with operational issues. You will maintain communication with customers and an eye on process improvement initiatives to boost efficiency and service quality. This is an excellent opportunity for a motivated individual looking to grow in the financial sector.
Key Responsibilities:
• Execute transactions accurately and on time
• Elevate processing issues as necessary
• Develop customer and vendor relationships
• Investigate and provide solutions for operational challenges
• Analyze processes to propose improvements
Requirements:
• 1+ years relevant experience in wealth operations
• Undergraduate degree/co...