Private Client Specialist I - Greenville, Sc

TD

Greenville, South Carolina, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: eligible ...
Series 7, 63/65 or 66 registrations required
Bachelor degree preferred
Experience with affluent clients
The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving high-net-worth clients

Job Summary

  • The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving high-net-worth clients.
  • Primary responsibilities include managing the client onboarding process, ensuring timely account openings, and facilitating fund transfers.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and career development programs.

Matching Summary

The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving high-net-worth clients.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Series 7, 63/65 or 66 registrations required
  • Bachelor degree preferred
  • Experience with affluent clients
  • Proficiency in MS Word Excel PowerPoint
  • Knowledge of investments banking products

Nice-to-have

  • Self-starter with minimal supervision
  • Exceptional organizational skills
  • Proven track record of delivering results
  • Community involvement and charity support

Key Requirements

  • Series 7, 63/65 or 66 licenses
  • Bachelor's degree preferred
  • 3+ years experience with TD platforms (internal)
  • Criminal and financial background check
  • Eligibility for FINRA registration

Work Rights

Not specified

Tailored Resume

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