Job Description: The Private Client Specialist will act as a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of contact for HNW clients across banking, lending and High Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and provide consistent and accurate administrative, analytical and service support. Job Responsibilities: Must be eligible for employment under regulatory standards applicable to the position. Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth. May act as a subject matter expert to Client Associate team. Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience. Incumbents in this role will actively be working on technical skills with an eye toward advancing to a more senior role within TD Wealth. Will handle complex financial transactions where products and services are highly competitive. Assists in maximizing client profitability for all customers and in ensuring the minimum required threshold is met/exceeded with each client/household. Develops and maintains an understanding of pricing models/concepts and applies them effectively. Job Requirements: Demonstrates considerable initiative in providing a high level of organization. Experience in professional services and with working with affluent clients is required. Associate’s degree and/or Bachelor’s degree. 2+ Years of related experience (preferably in the financial industry). Series 7, 63/65 or 66 registrations required; if hired without licenses, candidate will need to acquire within a defined period outlined at time of hire. Knowledge of investments, banking and credit products preferred. A self starter, ability to work with minimal supervision. Ability to excel at administration and be exceptionally well organized. Job Details: Company: TD Bank Vacancy Type: Full Time Job Location: Greenville, SC, US Application Deadline: N/A Apply Here vacanciesforyou.xyz
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