Private Client Specialist I - Greenville, Sc

TD

Greenville, SC, United States
Base: $25.75 - $38.50 usd ph; bonus/equity: not sp...
Client onboarding and account administration
Use of financial planning software
Knowledge of banking, lending, and investment products
The Private Client Specialist I supports Relationship Managers and Investment Advisors by managing client onboarding and providing administrative, analytical, and service support

Job Summary

  • The Private Client Specialist I supports Relationship Managers and Investment Advisors by managing client onboarding and providing administrative, analytical, and service support.
  • 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 respectful workplace with diverse perspectives and providing training, mentoring, and development to help colleagues succeed.

Matching Summary

The Private Client Specialist I supports Relationship Managers and Investment Advisors by managing client onboarding and providing administrative, analytical, and service support.

Salary

Base: $25.75 - $38.50 USD per hour; Bonus/Equity: Not specified; Benefits: Health, retirement, PTO, and other benefits

Skills & Requirements

Must-have

  • Client onboarding and account administration
  • Use of financial planning software
  • Knowledge of banking, lending, and investment products
  • Compliance with financial regulations
  • Strong organizational skills
  • Experience with affluent clients
  • Proficient in MS Word, Excel, PowerPoint

Nice-to-have

  • Customer-centric service approach
  • Ability to work with minimal supervision
  • Team collaboration and communication
  • Technological and process improvement mindset
  • Community involvement and support

Key Requirements

  • Series 7, 63/65 or 66 registrations required
  • 3+ years experience with TD client platforms for internal candidates
  • Bachelor degree preferred
  • Criminal and financial background check required
  • Eligibility for employment under FINRA and Regulation Z
  • Ability to acquire all required licensing within defined period

Work Rights

Must be eligible for employment under FINRA and Regulation Z

Tailored Resume

Cover Letter