Private Client Onboarding Specialist I

TD Bank; Greenville (SC); On-site; USD 35,473 - 53,037; Full time

Benefits offered by this job

Competitive benefits plan

Career development opportunities

Flexibility in work schedule

Job summary

TD Bank in Greenville, SC is seeking a Private Client Specialist I who will support Relationship Managers and Investment Advisors in serving high-net-worth clients. This role involves onboarding clients, coordinating financial planning discussions, and providing administrative support.

The ideal candidate will have prior experience, strong communication skills, and a client-centric approach to ensure exceptional service and retention. This position offers opportunities for professional growth and skill development.

Qualifications

• 3+ years of experience with TD's client platforms preferred.
• Knowledge of investments, banking, and credit products.
• Experience in professional services with affluent clients.

Responsibilities

• Acts as sales and relationship support for Relationship Managers.
• Coordinates onboarding experience for new clients.
• Assists in financial planning discussions and client reviews.

Skills

Customer-centric service

Financial planning software

Communication skills

Organization

Education

Bachelor's degree preferred

Series 7, 63/65 or 66 registrations required

Tools

MS Word

Excel

PowerPoint

Job description

TD Bank in Greenville, SC is seeking a Private Client Specialist I who will support Relationship Managers and Investment Advisors in serving high-net-worth clients. This role involves onboarding clients, coordinating financial planning discussions, and providing administrative support.

The ideal candidate will have prior experience, strong communication skills, and a client-centric approach to ensure exceptional service and retention. This position offers opportunities for professional growth and skill development.