Wealth Onboarding & Client Service Specialist

TD Bank Group; Melville (NY); Presencial; USD 35.000 - 53.000; Jornada completa

Descripción de la vacante

TD Bank Group in Melville, NY seeks a Private Client Specialist I to support onboarding for high-net-worth clients, coordinating with Relationship Managers and Investment Advisors. You will assist with new account onboarding, funding, and client communication, while handling administrative tasks to ensure a smooth process.

The role emphasizes financial planning discussions, relationship support, and accurate service delivery in a fast-paced private banking environment.

Formación

• Bachelor degree preferred; internal TD candidates require 3+ years on TD platforms.
• Licenses: Series 7 and either 63/65 or 66; licensing must be obtained if not already held.
• Knowledge of investments, banking and credit products is preferred.
• Self-starter with strong organizational and communication skills.

Responsabilidades

• Assist onboarding and opening of new client accounts with timely communication.
• Support Relationship Managers and Investment Advisors in servicing high-net-worth clients.
• Provide administrative, analytical, and client service support.
• Coordinate with specialists to deliver interdisciplinary wealth management services.

Conocimientos

Onboarding processes

Client relationship support

Communication skills

Financial planning discussions

Administrative support

Educación

Bachelor degree

Finance/Investment licensing (Series 7/63/65/66)

Herramientas

MS Word

Excel

PowerPoint

Descripción del empleo

TD Bank Group in Melville, NY seeks a Private Client Specialist I to support onboarding for high-net-worth clients, coordinating with Relationship Managers and Investment Advisors. You will assist with new account onboarding, funding, and client communication, while handling administrative tasks to ensure a smooth process.

The role emphasizes financial planning discussions, relationship support, and accurate service delivery in a fast-paced private banking environment.