Private Client Specialist I - New York, NY
TD Bank Group(1 month ago)
About this role
The Private Client Specialist I at TD Wealth supports Relationship Managers and Investment Advisors who serve high-net-worth clients, providing specialist support within the bank’s wealth management line of business. The role is based in New York and contributes to client onboarding, account administration, and the overall client experience for affluent households.
Required Skills
- Client Onboarding
- Account Administration
- Financial Planning
- Compliance
- Customer Service
- Investment Knowledge
- Reporting
- Relationship Support
- Microsoft Office
- Contact Management
Qualifications
- Bachelor Degree Preferred
- Series 7
- Series 63
- Series 65
- Series 66
- Criminal And Financial Background Check
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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