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Business Services Manager - New York, NY

TD

Work Location: New York, New York, United States of America • Hours: 40 • Pay Details: $29.75 - $47.75 USD Job Description The Business Services Manager works closely with the assigned Wealth Market Leader(s) to manage, support and execute all business administration and service functions within the market. The role facilitates communication and training for local staff and partners with the Risk team to ensure compliance standards are met. Responsibilities Ensure appropriate onboarding of new colleagues and works with centralized support staff for superior execution of processes. Assist management of the sales reporting for the field teams as assigned by the Wealth Market Leader. Execute book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance. Coordinate assigned accounts for redistribution and customer retention during instances of LOAs, territories changes, attrition. Expense management, including budget tracking, headcount ratios, travel and expense reports and other programs with a focus on adherence to bank policies. Manage and promote bank initiatives, projects and remediations. Manage and promote locally executed marketing initiatives. Collaborate with market on the new hire process and training orientation. Manage service approvals, including escalations with the centralized support staff. Act as liaison between the market and various bank departments as necessary. Manage day-to-day resolution of client service inquiries and concerns. Administer other duties as assigned by the WML. Ensure compliance with Firm policies and procedures from an operations and service perspective, including labor and wage laws, OSHA and compliance with all labor related posters. Qualifications A bachelor's degree with 2 years' experience or 5 years industry working knowledge. Significant industry experience supporting licensed functions, including support staff, Sales Staff and Investment employees. Optional Series 7, 63, 65 (or 66) or other licenses as required by manager. Strong organization and attention to detail. Ability to prioritize work tasks. Ability to identify issues and trends and communicate possible solutions. Leadership capabilities. Conflict resolution capabilities. Ability to influence groups of employees at different levels. Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%; Domestic Travel – Occasional; International Travel – Never; Performing sedentary work – Continuous; Performing multiple tasks – Continuous; Operating standard office equipment – Continuous; Responding quickly to sounds – Occasional; Sitting – Continuous; Standing – Occasional; Walking – Occasional; Moving safely in confined spaces – Occasional; Lifting/Carrying (under 25 lbs.) – Occasional; Lifting/Carrying (over 25 lbs.) – Never; Squatting – Occasional; Bending – Occasional; Kneeling – Never; Crawling – Never;Climbing – Never; Reaching overhead – Never; Reaching forward – Occasional; Pushing – Never; Pulling – Never; Twisting – Never; Concentrating for long periods of time – Continuous; Applying common sense to deal with problems involving standardized situations – Continuous; Reading, writing and comprehending instructions – Continuous; Adding, subtracting, multiplying and dividing – Continuous. Equal Opportunity Employer TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. #J-18808-Ljbffr TD

Vacancy posted 4 days ago
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