The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving the high-net-worth segment
Job Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving the high-net-worth segment.
Primary responsibilities include managing the client onboarding process, initiating transfers, and ensuring timely communication regarding new accounts.
TD offers a competitive total rewards package including base salary, variable compensation, health benefits, and extensive career development opportunities.
Matching Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers serving the high-net-worth segment.
Salary
Base: $25.75 - $38.50 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, retirement, PTO, and banking discounts included
Skills & Requirements
Must-have
Series 7 or 63/65 or 66 registration
Bachelor degree preferred
Experience with affluent clients
Knowledge of investments and banking products
Proficiency in MS Word Excel PowerPoint
Nice-to-have
Self-starter with minimal supervision
Exceptional organizational skills
Proven track record of delivering results
Community involvement experience
Initiative in process improvement
Key Requirements
Series 7, 63/65, or 66 license required
Bachelor degree preferred
3+ years experience with TD platforms for internal candidates
Criminal and financial background investigation required