Wealth Client Services Specialist II

TD; Manchester (NH); On-site; USD 33,000 - 46,000; Full time

Job summary

TD in Greenville, SC seeks a Private Client Service Associate II to provide administrative support for wealth management. You will assist clients with money movements and general account maintenance on platforms used to service client needs.

Responsibilities include coordinating with advisory teams and bank departments, processing requests in compliance with policies, and maintaining accurate client data. Strong detail, organizational, and customer service skills are required.

Qualifications

• Associates degree and/or 2+ years of relevant work experience.
• Strong attention detail and organizational skills.
• Excellent customer service skills via phone.
• PC skills including spreadsheet and database experience.

Responsibilities

• Assist clients with money movement needs and account maintenance.
• Work with advisor team to service client deposits, loans, investments and trusts.
• Coordinate with bank departments to answer questions and resolve issues.
• Efficiently process money movement requests in compliance with policies.
• Maintain client data in databases and generate reports as required.
• Support onboarding and servicing platforms used for High Net Worth clients.

Skills

Attention to detail

Organizational skills

Customer service

PC skills

Education

Associates degree and/or 2+ years experience

Job description

TD in Greenville, SC seeks a Private Client Service Associate II to provide administrative support for wealth management. You will assist clients with money movements and general account maintenance on platforms used to service client needs.

Responsibilities include coordinating with advisory teams and bank departments, processing requests in compliance with policies, and maintaining accurate client data. Strong detail, organizational, and customer service skills are required.