Private Client Specialist I

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About TD Bank, America's Most Convenient Bank®

TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.

TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.

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 Requirements

  • Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth.
  • Ensures all NEW clients receive the complete on-boarding experience, which includes:
    • A thorough client discovery leading to a truly exceptional Private Client Experience.
    • An introduction to the IA and TA as per client need.
    • Completion of all requisite client profiling documents.
    • Must be eligible for employment under regulatory standards applicable to the position.
  • 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.
  • 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.
  • 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.
  • Must be eligible for employment under regulatory standards applicable to the position.


Qualifications

  • 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.
  • Demonstrates considerable initiative in providing a high level of organization.
  • Experience in professional services and with working with affluent clients is required.
  • Knowledge of MSWord, Excel, PowerPoint and working with Contact Management databases is essential.
  • Possess a reasonable knowledge of investments, and has the ability to generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role.
  • Demonstrates ability to manage multiple responsibilities and timelines.
  • Proven track record of delivering results and executing with excellence.
  • Excellent written and verbal communication skills.


Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.

If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.