Onboarding and Contracting Specialist – TD Asset Management

Onboarding and Contracting Specialist – TD Asset Management

Requirements

• Have at least three years’ experience in a client service role, with expanding complexity
• Strong Project Management experience
• Possess excellent communications skills, both written and oral in French and English is an asset
• Exhibit particularly strong attention to detail along with exceptional time management and organizational skills
• Be a high energy, results oriented individual with a commitment to providing an exceptional level of service and a reputation for ‘getting things done’
• Exhibit ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff
• The ability to work in a fast-paced environment, meet multiple deadlines and prioritize activities
• Exhibit a keen interest in and knowledge of the Canadian and Global investment management industry
• Advanced user in MS Powerpoint, Word, Excel and OneNote

Responsibilities

• Act as a Project Manager managing business to business contracting in the Institutional space between Legal, Relationship Management, Compliance/Risk and the Client
• Partner with the Client Relationship Associate to prepare onboarding documentation, including drafting the appropriate contract
• Manage end to end client contract negotiation process
• Centralize and maintain non-standard contract clauses database
• Share key client and legal findings on a regular cadence with the Relationship Management team
• Assist in defining our evolving interaction model globally
• Ensure a strong and consistent client experience throughout the onboarding and contracting journeys
• Project manage special projects as they pertain to the client onboarding journey and experience

Preferred Qualifications

• Paralegal experience is an asset
• Canadian or global Institutional investment management experience is an asset