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Private Client Service Associate II at TD Bank - ApplyBlast

Private Client Service Associate II

TD Bank

3 months ago

Greenville, South Carolina, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Private Client Service Associate II provides administrative support for wealth management, handling client money movement and account maintenance across various platforms. The role involves coordinating with internal departments, ensuring compliance with AML and CIP policies, and delivering high-quality service to high net‑worth clients.

Responsibilities

Execute money movement requests in compliance with policies
Maintain client account information and perform account administration
Coordinate with internal departments to resolve client issues
Ensure compliance with AML and CIP procedures
Create and update reports and databases

Skills

Qualifications

Associates degree

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).