Private Client Specialist I - Greenville, Sc

TD Bank

Greenville, South Carolina, United States of America
Base: $25.75 - $38.50 usd; bonus/equity: not speci...
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, 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 serving high-net-worth clients, supporting banking, lending, and High Net Worth Investing.
  • 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, 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, supporting banking, lending, and High Net Worth Investing.

Salary

Base: $25.75 - $38.50 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High-net-worth client segment support
  • Client onboarding and account opening
  • Administrative and analytical support
  • Financial planning discussions
  • Regulatory compliance adherence

Nice-to-have

  • Customer-centric service delivery
  • Community involvement
  • Interdisciplinary expertise coordination
  • Proactive communication skills

Key Requirements

  • Bachelor degree preferred
  • 3+ years TD client platform experience (internal)
  • 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