Private Client Specialist I - Ramsey, Nj

TD Bank

Ramsey, New Jersey, United States of America
$57,720 - $86,320 usd; not specified; not specifie...
High net worth client segment support
Client onboarding and account opening
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, focusing on banking, lending, and investing

Job Summary

  • The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients, focusing on banking, lending, and investing.
  • This role is primarily responsible for the client onboarding process, ensuring timely and accurate initiation, transfers, and communication for new accounts and fundings.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including salary, variable compensation, benefits, and career development programs.

Matching Summary

The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients, focusing on banking, lending, and investing.

Salary

$57,720 - $86,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

  • High Net Worth client segment support
  • Client onboarding and account opening
  • Administrative and analytical support
  • Customer-centric service delivery
  • Compliance with regulations and policies

Nice-to-have

  • Community involvement and charity support
  • Proactive communication and collaboration
  • Technological and process improvement identification

Key Requirements

  • Bachelor degree preferred
  • 3+ years of experience with TD's client platforms (internal candidates)
  • Series 7, 63/65 or 66 registrations required
  • Experience in professional services
  • Experience working with affluent clients
  • Knowledge of MS Word, Excel, PowerPoint
  • Working with Contact Management databases

Work Rights

Not specified

Tailored Resume

Cover Letter