Wealth Onboarding & Client Service Specialist
TD Bank ATM
TD Bank Group in Melville, NY seeks a Private Client Specialist I to support onboarding for high-net-worth clients, coordinating with Relationship Managers and Investment Advisors. You will assist with new account onboarding, funding, and client communication, while handling administrative tasks to ensure a smooth process.
The role emphasizes financial planning discussions, relationship support, and accurate service delivery in a fast-paced private banking environment.
#J-18808-LjbffrVacancy posted 3 days ago
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