Yuxuan Zhang

1. Handling customer inquiry, including transfer, account information changes, technical support and general account inquiry in TD Direct Investing accounts.
2. Quote price and other market information for customer.
3. Helping customer initiate transfer from external institution to TD Direct Investing.
4. Handling register plans inquiries and answer any related questions.
5. Helping customer with order related inquiry, and answering corporate action related questions.
6. Resolve customer's other concern with TD Direct Investing.

1. Handling customer inquiry, including transfer, account information changes and general account inquiry in TD Direct Investing accounts.
2. Quote price and other market information for customer.
3. Helping customer initiate transfer from external institution to TD Direct Investing.
4. Handling register plans inquiries and answer any related questions.
5. Resolve customer's other concern with TD Direct Investing.

1. Strive to deliver an exceptional customer service experience by offering friendly support through your knowledge of TD products, services and solutions.
2. Resolve customer's daily banking inquiries at the first point of contact by asking questions and responding with empathy to their concerns.
3. Consistently reach performance objectives, including customer experience survey results, advice and quality goals, compliance regulations, and productivity targets.
4. Actively participate in ongoing training and coaching support to help you continue to grow and develop in your role.