Base: $53,560 - $80,080 usd; bonus/equity: not spe...
High net worth client support
Client onboarding and fundings
Administrative and analytical support
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing
Job Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing.
This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD.
Matching Summary
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing.
Salary
Base: $53,560 - $80,080 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
High Net Worth client support
Client onboarding and fundings
Administrative and analytical support
Financial planning software proficiency
Regulatory compliance adherence
Nice-to-have
Customer-centric legendary service
Proactive communication skills
Community involvement and support
Collaboration and enthusiasm
Key Requirements
Bachelor degree preferred
3+ years TD client platforms experience (internal)
Series 7, 63/65 or 66 registrations required
Knowledge of investments, banking, credit products