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TD

Private Client Specialist I

TD

. Act as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients .

Posted 10/12/2026full-timeMarlton • New Jersey • United StatesMid-LevelSenior💰 $26 - $42 per hourWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in client onboarding, financial planning, and relationship management for high-net-worth clients, while ensuring compliance with financial regulations and delivering exceptional administrative support.

Highest-signal resume keywords
Client Onboarding ManagementFinancial Planning SupportSeries 7, 63/65 or 66 RegistrationsExperience with Affluent ClientsKnowledge of Investments and Banking Products

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client Relationship ManagementComplex Financial TransactionsReport GenerationDatabase ManagementPortfolio Analysis
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationOrganizational SkillsProblem-Solving SkillsAbility to Work Independently
Tools & Technologies
MS WordMS ExcelMS PowerPointContact Management Databases
Certifications & Qualifications
Series 7 RegistrationSeries 63 RegistrationSeries 65 RegistrationSeries 66 Registration
Industry Keywords
Private BankingWealth ManagementTrust ServicesFCRM/ATF ComplianceRegulation Z

About the role

Key responsibilities & impact
  • Act as sales and relationship support for Relationship Managers and Investment Advisors serving high-net-worth clients
  • Manage timely and accurate client onboarding, account openings, transfers, and fundings
  • Participate in basic financial planning discussions and client relationship reviews
  • Support banking, lending, investing, trust, and wealth management activities
  • Execute tasks on Private Banking, Investments, and Trusts platforms
  • Handle complex financial transactions
  • Coordinate client discovery, introductions to Investment Advisors and Trust Advisors, and client profiling documentation
  • Identify client needs and suggest banking, lending, and investment solutions
  • Coordinate tax, trust, and estate specialists for complex clients
  • Serve as a contact for portfolio information and basic financial planning
  • Resolve difficult client issues, problems, and requests
  • Identify portfolio opportunities for Retail, Commercial, and Wealth partners
  • Ensure compliance with regulations, policies, procedures, FCRM/ATF policies, CIP, CDD, and EDD requirements
  • Provide administrative, analytical, and service support, including filing, report generation, presentations, proposals, and spreadsheet reporting
  • Respond to inquiries and route requests to the appropriate person or area
  • Maintain databases and computer systems, enter transactional data, update information, and create reports
  • Keep team members informed about account administration, retention, and project status
  • Recommend technological and process improvements
  • Represent TD Wealth professionally and support community initiatives

Requirements

What you’ll need
  • Bachelor degree preferred
  • Internal candidates: 3+ years of experience working with TD's client platforms required
  • Series 7, 63/65 or 66 registrations required; candidates may be considered with at least one registration, but must acquire all licensing within a defined period if hired
  • Knowledge of investments, banking and credit products preferred
  • Experience in professional services and working with affluent clients required
  • Knowledge of MS Word, Excel, PowerPoint and Contact Management databases essential
  • Reasonable knowledge of investments and ability to generate reports pertinent to client investment portfolios
  • Ability to work with minimal supervision
  • Ability to excel at administration and be exceptionally well organized
  • Ability to manage multiple responsibilities and timelines
  • Proven track record of delivering results and executing with excellence
  • Excellent written and verbal communication skills
  • Criminal and financial background investigation required pursuant to FINRA Rule 3010(e) and successor regulations
  • Must be eligible for employment with a covered financial institution under Regulation Z
  • Must be eligible for registration as a registered mortgage loan originator with the NMLS
  • Must be eligible for employment under FINRA standards
  • Satisfactory criminal background, credit report, civil litigation, and regulatory enforcement searches required
  • Occasional domestic travel; no international travel

Benefits

Comp & perks
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
  • Regular career, development, and performance conversations
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions