Financial Advisor Support Specialist
TD Bank Group(1 month ago)
About this role
The Financial Advisor Support Specialist at TD Wealth acts as a primary client contact for the mass affluent segment, supporting Financial Advisors and their clients. The role focuses on delivering a high-quality client experience and providing administrative and service support to enable advisor effectiveness. It contributes to client retention and supports the broader wealth management business.
Required Skills
- Client Service
- Client Onboarding
- Account Administration
- Transaction Processing
- AML Compliance
- Reporting
- Contact Management
- Microsoft Excel
- Communication
- Organization
Qualifications
- Associate Degree
- Bachelor's Degree
- SIE
- Series 99
About TD Bank Group
td.comExplore TD's online banking services, credit cards, checking accounts, savings accounts, loans and more financial products for you and your business.
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