Private Client Specialist I - Ramsey, Nj

TD

Ramsey, New Jersey, United States of America
$57,720 - $86,320 usd; not specified; not specifie...
Not specified
High-net-worth client support
Client onboarding and account opening
Financial planning discussions
TD is seeking a Private Client Specialist I in Ramsey, NJ, to support Relationship Managers and Investment Advisors in servicing high-net-worth clients. The role involves client onboarding, financial planning discussions, and providing administrative support, with a focus on delivering exceptional client experiences

Job Summary

  • The Private Client Specialist I supports Relationship Managers and Investment Advisors serving high-net-worth clients, focusing on onboarding, banking, lending, and investing.
  • This role involves participating in basic financial planning discussions, client relationship reviews, and providing consistent administrative, analytical, and service support.
  • TD is committed to providing fair compensation, growth opportunities, and skill development, with a focus on delivering a remarkably human and refreshingly simple client experience.

Matching Summary

Match Score: 85

TD is seeking a Private Client Specialist I in Ramsey, NJ, to support Relationship Managers and Investment Advisors in servicing high-net-worth clients. The role involves client onboarding, financial planning discussions, and providing administrative support, with a focus on delivering exceptional client experiences.

Salary

$57,720 - $86,320 USD; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Customer-centric legendary service
  • Community involvement and initiatives
  • Proactive communication and collaboration
  • Technological and process improvement identification

Key Requirements

  • Bachelor degree preferred
  • 3+ years TD client platforms experience (internal)
  • Series 7, 63/65 or 66 registrations required
  • Knowledge of investments, banking, credit products preferred
  • Experience with affluent clients
  • Proficiency in MS Office and Contact Management databases
  • Criminal and financial background investigation required

Work Rights

Not specified

Tailored Resume

Cover Letter