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Analyst – Client Strategy
TD Bank
New York, NY, United States
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TD Description
TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. The firm works with clients around the world, focusing selectively and strategically on the key financial centers: Toronto, Montreal, Calgary, Vancouver, New York, London, Singapore and Tokyo. www.td.com
Department Overview
The successful candidate will be part of GCC’s Global Client Management – Real Money Client Strategy team. The Global Client Management – Real Money Client Strategy team's responsibility is to ensure new onboarding requirements for Real Money clients are met in a timely manner. GCM is committed to ensuring services provided across the Bank and to its clients are delivered in a professional manner, that risk is minimised and the client experience is a positive one.
Job Description
Develop a solid understanding of the Bank’s Real Money client onboarding requirements including the new global regulatory framework, credit, legal and AML/KYC and FATCA and understands the role of various stakeholders involved;
Develop strong working relationships with clients and internal business partners including Sales, Trading, Investment Banking, Credit, Legal, Compliance and Operations
Work with the Front Office and Global Counterparty Credit to understand client needs and track and prioritize high value relationships;
Proactively reduce the client touch where possible;
Assist with the development and delivery of client initiation packages
Provide updates to senior management on critical issues and client initiation delays;
Escalate and manage client issues proactively and in a timely manner;
Monitor and track TD Securities’ Real Money client base to ensure overall trade ready compliance on a day to day basis;
Utilize technology to track and monitor workflow and update databases with required information;
Produce reports and status updates as required;
Be a reliable source of reference to internal business partners.
Job Requirements
Strong client centric focus and excellent client management skills
Strong attention to detail
Proven ability to maintain key relationships; experience in effective stakeholder management
Advanced facilitation, communication skills and consensus builder
A strategic thinker who takes initiative to creatively resolve issues and find solutions
Demonstrated time management skills and commitment to delivering results within aggressive timelines
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 in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at hrcompliance@td.com. Please include your full name, contact information and details about your request within the e-mail.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.