Base: $53,560 - $80,080 usd; bonus/equity: not spe...
Client onboarding and account administration
Use of financial planning software
Knowledge of investments and banking products
The Private Client Specialist I supports Relationship Managers and Investment Advisors serving high-net-worth clients by managing onboarding and client relationship tasks
Job Summary
The Private Client Specialist I supports Relationship Managers and Investment Advisors serving high-net-worth clients by managing onboarding and client relationship tasks.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
TD is committed to fostering a respectful workplace with diverse perspectives, fair growth opportunities, and extensive training and onboarding to ensure success.
Matching Summary
The Private Client Specialist I supports Relationship Managers and Investment Advisors serving high-net-worth clients by managing onboarding and client relationship tasks.
Salary
Base: $53,560 - $80,080 USD; Bonus/Equity: Not specified; Benefits: Health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts
Skills & Requirements
Must-have
Client onboarding and account administration
Use of financial planning software
Knowledge of investments and banking products
Compliance with financial regulations
Strong organizational skills
Excellent communication skills
Nice-to-have
Ability to work with minimal supervision
Experience with affluent clients
Proactive communication skills
Team collaboration and enthusiasm
Technological and process improvement identification
Key Requirements
Series 7, 63/65 or 66 registrations required
Bachelor degree preferred
3+ years experience with TD client platforms for internal candidates
Criminal and financial background check required
Knowledge of MS Word, Excel, PowerPoint, and contact management databases