Associate Private Client Relationship Manager- Ramsey, Nj

TD

Ramsey, New Jersey, United States
Base: $78,520 - $117,520 usd; bonus/equity: not sp...
Client relationship management
High net worth client service
Proactive client outreach
The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with smaller balances, focusing on deepening and broadening client relationships through excellent service and proactive engagement

Job Summary

  • The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with smaller balances, focusing on deepening and broadening client relationships through excellent service and proactive engagement.
  • TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
  • TD is committed to fostering a diverse and inclusive workplace culture that supports colleague growth and provides training, onboarding, and mentoring programs to help employees succeed.

Matching Summary

The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with smaller balances, focusing on deepening and broadening client relationships through excellent service and proactive engagement.

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development

Skills & Requirements

Must-have

  • Client relationship management
  • High net worth client service
  • Proactive client outreach
  • Compliance with financial regulations
  • Collaboration with wealth advisors
  • Account management solutions

Nice-to-have

  • Consultative sales experience
  • Excellent verbal and written communication
  • Team collaboration and knowledge sharing
  • Self-motivated and independent work
  • Community involvement and charity support

Key Requirements

  • 4-year degree or equivalent experience
  • 3 years related client support or production experience
  • Securities Licensed: Series 7, 63 + 65 or 66
  • Understanding of HNW client needs
  • Eligibility for FINRA and NMLS registration
  • Compliance with AML/ATF and CIP policies

Work Rights

Must be eligible for FINRA and NMLS registration

Tailored Resume

Cover Letter