Private Client Specialist I - Manchester, Nh

TD

Manchester, New Hampshire, United States
Base: $53,560 - $80,080 usd; bonus/equity: not spe...
Client onboarding and account opening
Administrative and analytical support
Financial planning discussions
The Private Client Specialist I provides sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients

Job Summary

  • The Private Client Specialist I provides sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients.
  • This role is primarily responsible for the client onboarding process, including timely and accurate initiation, transfers, and communication about new accounts.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development for all colleagues.

Matching Summary

The Private Client Specialist I provides sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients.

Salary

Base: $53,560 - $80,080 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client onboarding and account opening
  • Administrative and analytical support
  • Financial planning discussions
  • Regulatory compliance and policies
  • Customer identification program

Nice-to-have

  • Customer-centric approach
  • Community involvement
  • Proactive communication
  • Technological process improvements

Key Requirements

  • Bachelor degree preferred
  • 3+ years TD client platform experience (internal)
  • Series 7, 63/65 or 66 registrations required
  • Experience with affluent clients
  • Knowledge of MS Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter