Private Client Specialist I - Manchester, Nh

TD

Manchester, NH, United States of America
Base: $53,560 - $80,080 usd; bonus/equity: not spe...
Client onboarding and account management
Use of financial planning software
Knowledge of banking and investment products
The Private Client Specialist I supports Relationship Managers and Investment Advisors by managing client onboarding and providing consistent administrative and service support

Job Summary

  • The Private Client Specialist I supports Relationship Managers and Investment Advisors by managing client onboarding and providing consistent administrative 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 where diverse perspectives are valued and colleagues have fair opportunities to grow and succeed.

Matching Summary

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

Salary

Base: $53,560 - $80,080 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, banking discounts

Skills & Requirements

Must-have

  • Client onboarding and account management
  • Use of financial planning software
  • Knowledge of banking and investment products
  • Compliance with financial regulations
  • Administrative and analytical support
  • Customer-centric service delivery

Nice-to-have

  • Team collaboration and communication
  • Community involvement and charity support
  • Proactive problem resolution
  • Technological and process improvement
  • Ability to manage multiple responsibilities

Key Requirements

  • Series 7, 63/65 or 66 registrations required
  • Bachelor degree preferred
  • 3+ years experience with TD client platforms for internal candidates
  • Criminal and financial background investigation required
  • Eligibility for registration as mortgage loan originator
  • Knowledge of investments, banking and credit products preferred

Work Rights

Must be eligible for employment under FINRA and Regulation Z requirements

Tailored Resume

Cover Letter