Wealth Client Onboarding Specialist

TD; Greenville (SC); On-site; USD 35,000 - 53,000; Full time

Job summary

TD Wealth is seeking a Private Client Specialist I in Greenville, SC, to support onboarding and ongoing client service for high-net-worth clients. You will assist Relationship Managers and Investment Advisors, participate in basic planning discussions, and help coordinate interdisciplinary expertise for complex portfolios.

Ideal candidates have a bachelor degree and related TD platform experience, strong organization, and excellent communication skills to deliver compliant, high-quality client

Qualifications

• Bachelor degree preferred.
• 3+ years of experience with TD client platforms (internal candidates).
• Proven knowledge of investments, banking and credit products.
• Excellent written and verbal communication skills.
• Ability to excel at administration and be exceptionally well organized.

Responsibilities

• Onboards clients and supports onboarding experience for new accounts.
• Supports Relationship Managers and Investment Advisors in client service and administration.
• Participates in basic financial planning discussions and client reviews.
• Coordinates with specialists to provide interdisciplinary expertise for complex clients.
• Ensures compliant handling of client information and regulatory requirements.

Education

Bachelor degree preferred

Tools

MS Word

Excel

PowerPoint

Contact Management databases

Job description

TD Wealth is seeking a Private Client Specialist I in Greenville, SC, to support onboarding and ongoing client service for high-net-worth clients. You will assist Relationship Managers and Investment Advisors, participate in basic planning discussions, and help coordinate interdisciplinary expertise for complex portfolios.

Ideal candidates have a bachelor degree and related TD platform experience, strong organization, and excellent communication skills to deliver compliant, high-quality client