Private Client Specialist I - Greenville, SC
TD Bank Group(24 days ago)
About this role
The Private Client Specialist I at TD Wealth provides administrative and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients, focusing on onboarding, account openings, and funding. The role helps coordinate banking, lending, and investment services and participates in basic financial planning and client reviews to ensure a seamless client experience.
Required Skills
- Client Onboarding
- Relationship Management
- Financial Planning
- Account Administration
- Investment Knowledge
- Compliance
- Reporting
- Data Entry
- Microsoft Excel
- Communication
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
- Series 66
- NMLS Registration
- FINRA Eligibility
About TD Bank Group
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