Base: $25.75 - $41.50 usd; bonus/equity: not speci...
Not specified (potentially hybrid or onsite based on location).
Client onboarding and account opening
High-net-worth client segment
Administrative and analytical support
The Dominion is seeking a Private Client Specialist I in Vienna, Virginia, to support Relationship Managers and Investment Advisors in servicing high-net-worth clients. The role involves client onboarding, financial planning discussions, and administrative support, with an emphasis on delivering exceptional customer service
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 investing.
This role is primarily responsible for the client onboarding process, focusing on timely and accurate initiation, transfers, and communication about new account openings and fundings.
TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a total rewards package including base salary, variable compensation, benefits, and savings programs.
Matching Summary
Match Score: 85
The Dominion is seeking a Private Client Specialist I in Vienna, Virginia, to support Relationship Managers and Investment Advisors in servicing high-net-worth clients. The role involves client onboarding, financial planning discussions, and administrative support, with an emphasis on delivering exceptional customer service.
Salary
Base: $25.75 - $41.50 USD; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Client onboarding and account opening
High-net-worth client segment
Administrative and analytical support
Financial planning software proficiency
Regulatory compliance adherence
Nice-to-have
Customer-centric approach
Community involvement
Proactive communication skills
Team collaboration and enthusiasm
Key Requirements
Bachelor degree preferred
Series 7, 63/65 or 66 registrations required
3+ years of experience with TD's client platforms (internal candidates)