$57,720 - $86,320 usd; not specified; not specifie...
Client onboarding process
Financial planning discussions
Administrative and analytical support
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients
Job Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients.
This role is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings.
TD is committed to providing fair and equitable compensation opportunities, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, and benefits.
Matching Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients.
Salary
$57,720 - $86,320 USD; Not specified; Not specified
Skills & Requirements
Must-have
Client onboarding process
Financial planning discussions
Administrative and analytical support
Customer identification program
Regulatory compliance
Nice-to-have
Customer-centric approach
Community involvement
Team collaboration
Proactive communication
Key Requirements
Bachelor degree preferred
3+ years of experience with TD's client platforms (internal)