Centralized Client Service Associate

Job Description:

The Field Representation and Service Transformation (FRST) team within PIA National Office is looking for highly motivated, results-driven individuals to join our team. As a Centralized Client Service Associate (CCSA) you will provide best-in-class sales and service support to Investment Advisors and their clients through phone-based and digital platforms.

Job Responsibilities:

• Proactively offer support and coverage for the larger FRST team
• Promote a positive work environment and culture of innovation, teamwork, diversity and performance
• Contribute to a fair, positive and equitable environment that supports a diverse workforce
• Participate fully as a member of the team, providing support to peers by serving as a resource and providing timely communication of issues/ points of interest
• Own and actively participate in personal development activities and initiativesT

Job Requirements:

• Monitor service, productivity and assess efficiency levels within own function and implement continuous process / performance improvements where opportunities exists
• Review and/or update procedures ensuring all functions and processes are well documented
• Ensure adherence to operating standards and processes – perform quality checks and validation of work
• Resolve escalated matters and refer complex issues / situations beyond own level of expertise

Job Details:

Company: Toronto Dominion Bank

Job Category: Bank

Vacancy Type: Full Time

Job Location: Regina, SK, CA

Application Deadline: N/A

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