Wealth Advisor Support Specialist I - Elevate Client Service
TD
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Job summary
TD Wealth in Greenville, South Carolina, is seeking a Financial Advisor Support Specialist (FASS) to serve as the primary administrative and service contact for Financial Advisors and their clients in the mass affluent segment. The role includes onboarding, client profiling, handling account maintenance, transfers, and cash movements in a compliant, regulated environment.
The position requires proactive communication, meticulous data management, and collaboration with the wealth team to deliver
Job description
TD Wealth in Greenville, South Carolina, is seeking a Financial Advisor Support Specialist (FASS) to serve as the primary administrative and service contact for Financial Advisors and their clients in the mass affluent segment. The role includes onboarding, client profiling, handling account maintenance, transfers, and cash movements in a compliant, regulated environment.
The position requires proactive communication, meticulous data management, and collaboration with the wealth team to deliver
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