Business Service Manager

2 weeks ago

Marlton, United States TD Bank Group Full time
Work Location:
Marlton, New Jersey, United States of America

Hours:
40

Line of Business:
TD Wealth

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

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. Facilitates communication and training for local staff and partners with the Risk team in ensuring compliance standards are met. This role also ensures the appropriate onboarding of new colleagues and works with the centralized support staff for superior execution of processes. The role also assists the management of the sales reporting for the field teams as assigned by the Wealth Market Leader.

Depth & Scope:
  • All local business administration and service functions, with focus on consistency, quality and compliance with Firm policies and procedures
  • Follows direction from WMLs and in conjunction with Shared Services, executes book of business management to ensure appropriate RM, IA and CSA coverage and consistent reporting for WML for team performance
  • Assists in the coordination of 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
  • Manages and promotes bank initiatives, projects and remediation's
  • Manages and promotes locally executed Marketing initiatives
  • Collaborates with their market on the new hire process and training orientation, including coordinating operational and client service support for newly recruited sales and support staff
  • Manages service approvals, including escalations with the centralized support staff
  • Acts as liaison between the market and various bank departments as necessary
  • Manages day-to-day resolution of client service inquiries and concerns, in conjunction with the WML in special circumstances when escalated to the Market level
  • Administers other duties as assigned by the WML
  • Ensures 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
Education & Experience:
  • 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)
  • Other licenses as required by manager
  • Organized with strong attention to detail
  • Ability to prioritize work tasks
  • 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


The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.

Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you

Language Requirement:
N/A.

  • Medical Business Operations Manager

    2 weeks ago

    Marlton, United States New Image Wellness Full time

    Job DescriptionJob Description Mission Statement:At New Image Wellness, it is our aim to help you find the barrier(s) and resolve challenges that impede your progress. We understand certain struggles in life are known and others unknown. At times it might be difficult to seek help or know there is a solution to their problem. Through talk therapy and other...

  • Medical Business Operations Manager

    2 weeks ago

    Marlton, United States New Image Wellness Full time

    Job DescriptionJob Description Mission Statement:At New Image Wellness, it is our aim to help you find the barrier(s) and resolve challenges that impede your progress. We understand certain struggles in life are known and others unknown. At times it might be difficult to seek help or know there is a solution to their problem. Through talk therapy and other...

  • Customer Service Representative

    5 days ago

    Marlton, United States Helios Commercial Service Partners Full time

    We are hiring for a **Customer Service Representative** position in the South Jersey area! We are seeking a dynamic individual who is a quick learner and thrives in a quick paced environment. Applicants must be confident, detailed, organized, and a forward thinker. **Location: Marlton, NJ (Greentree Area location)** **Hours: Monday - Friday, 8:30 AM to...

  • Internet Sales Representative

    6 days ago

    Marlton, United States Burns Buick GMC Hyundai Genesis Full time

    Burns Buick GMC Hyundai is looking for talented individuals to join our team! We are looking for an ambitious, goal-oriented individual to join our team. Customer Service (hospitality), and Sales professionals looking for an opportunity to grow and develop your career, apply today! At Burns Buick GMC Hyundai, you can expect to work with the best. Our team...

  • IT Applications Manager

    1 day ago

    Marlton, United States VIRTUA Full time

    **Summary**: **Position Responsibilities**: Provides leadership and guidance, coaches, trains, develops and holds accountable departmental staff, resulting in well-trained, reliable, customer service-oriented department employees; performs assessments of work ; creates commitment and ownership within team by encouraging responsibility, recognizing...

  • Senior Portfolio Manager

    1 week ago

    Marlton, United States The Judson Group Full time

    Reference Number: MHH7530 Location: Marlton, New Jersey Judson Group has been retained by a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients. The ideal candidate has extensive...

  • Account Manager Trainee

    2 weeks ago

    Marlton, United States SI Busineess Solutions Full time

    Job DescriptionJob DescriptionSignature is thriving as a business consulting and sales firm located in South Jersey! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join our marketing and sales team as an...

  • Account Manager Trainee

    1 week ago

    Marlton, United States SI Busineess Solutions Full time

    Signature is thriving as a business consulting and sales firm located in South Jersey! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join our marketing and sales team as an Account Manager Trainee! Our...

  • Account Manager Trainee

    2 weeks ago

    Marlton, United States SI Busineess Solutions Full time

    Job DescriptionJob DescriptionSignature is thriving as a business consulting and sales firm located in South Jersey! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry level candidates to join our marketing and sales team as an...

  • Automotive Service Advisor

    5 days ago

    Marlton, United States Burns Honda Full time

    Job DescriptionJob DescriptionJob Description:Rare Service Advisor Position Opening at Burns Honda! * Are you a top performer and consistently deliver the best numbers in your service department? *Is your compensation package reflecting your 'TOP DOG' status? *Tired of your pay plan being changed? *Tired of Management and systems that don't...

  • Express Service Advisor

    5 days ago

    Marlton, United States Burns Honda Full time

    Job DescriptionJob DescriptionJob Description:Rare Service Advisor Position Opening at Burns Honda! * Are you a top performer and consistently deliver the best numbers in your service department? *Is your compensation package reflecting your 'TOP DOG' status? *Tired of your pay plan being changed? *Tired of Management and systems that don't...

  • Automotive Service Department Appointment Coordinator

    2 weeks ago

    Marlton, United States Burns Honda Full time

    Job DescriptionJob DescriptionJob Description:Automotive Customer Service BDC Consultant   If you believe Customer Service  is a true craft -- one built on charisma, communication and thorough product knowledge (we'll happily teach you everything you need to know) -- we want to talk to you! The Customer Service BDC Consultant utilizes their selling...

  • Guest Service Representative

    2 weeks ago

    Marlton, United States Nothing Bundt Cakes Full time

    Join our family at Nothing Bundt Cakes in Marlton, NJ. We are a family-owned business on a mission to bring joy to our guests, give back to the community, and sweeten the world one cake at a time. At Nothing Bundt Cakes, the Guest Services Representa Guest Service, Representative, Service, Guest, Bakery, Restaurant

  • Manager Ambulatory Operations

    2 days ago

    Marlton, United States Cooper University Health Care Full time

    **About us** At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies and research protocols. We have a commitment to its employees by providing...

  • Assistant Spa Manager

    2 weeks ago

    Marlton, United States Hand & Stone - FGG Spas Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceDental insuranceEmployee discountsHealth insuranceOpportunity for advancementPaid time offTraining & developmentVision insurance Hand & Stone Massage and Facial Spa Voorhees located at 700 Haddonfield-Berlin Rd, Voorhees Township, NJ 08043 is searching for a rock star...

  • Real Estate Manager

    8 hours ago

    Marlton, United States VIRTUA Full time

    **Job Summary**: Professionally manage assigned properties ensuring the delivery of an elite level of service to enhance hospital system and tenant relationships. Manage the real estate management staff and overall real estate operations to support property investment plans and operating expenses to achieve NOI growth and maximize cash flow. Plan, organize,...

  • Dispensary Assistant General Manager

    21 hours ago

    Marlton, United States Quality Roots Full time

    Job DescriptionJob DescriptionFull Job DescriptionCompany Description:Quality Roots is the premier retail company serving Michigans' recreational cannabis community. We represent a team of highly experienced, knowledgeable professionals who have a long history of owning and operating local, family-owned businesses within the state of Michigan.Through our...

  • Food Service Worker

    2 weeks ago

    Marlton, United States Sodexo S A Full time

    Job Description Location Name: KESSLER INSTITUTE FOR REHABILITATION - MARLTON - 88413001 Location ID: 88413001 Location: KESSLER INSTITUTE FOR REHABILITATION - MARLTON - 88413001 Working with Sodexo is more than a job; it's a chance to be part of something greater. You'll belong in a company and team that values you for you; you'll act with purpose and...

  • Institutional Relationship Manager II

    4 days ago

    Marlton, United States TD Bank Full time

    Job DescriptionWork Location:Marlton, New Jersey, United States of AmericaHours:40Line of Business:TD WealthPay Details:We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for...

  • Guest Service Representative

    3 weeks ago

    Marlton, United States Nothing Bundt Cakes Full time

    Join our family at Nothing Bundt Cakes in Marlton, NJ. We are a family-owned business on a mission to bring joy to our guests, give back to the community, and sweeten the world one cake at a time. At Nothing Bundt Cakes, the Guest Services Representative sweetens up the place, setting the mood and making a stop in the bakery an event worth posting about....