TD Bank
Financial Advisor Support Specialist I - Greenville, SC
Greenville, South Carolina · On-site · Full-time · Posted Oct 21, 2026
- Experience
- Related experience preferred, preferably in the financial industry; professional-services and affluent-client experience required. No number of years stated.
- Education
- Associate degree and/or bachelor's degree preferred, or relevant experience.
About the job
Provides client service and administrative support to Financial Advisors and mass-affluent clients, including onboarding, account administration, transactions, and regulatory compliance.
What you'll do
- Support client onboarding, account maintenance, portfolio inquiries, cash transfers, and other account-administration needs.
- Handle client requests and provide administrative support, including reports, presentations, spreadsheets, database updates, and coordination with internal teams.
- Follow applicable regulatory and firm policies, including AML/ATF and customer-identification procedures.
What they ask for
- SIE and Series 99 registration, or ability to obtain them within the Licensing & Registration Schedule.
- Experience in professional services and working with affluent clients.
- Knowledge of MSWord, Excel, PowerPoint, and Contact Management databases.
- Strong written and verbal communication, organization, and ability to manage multiple responsibilities and timelines.
Nice to have
- Associate degree and/or bachelor's degree, or relevant experience.
- Knowledge of investments, banking, and credit products.
Pay
$24.00 - $33.50 USD (base pay)
Tools
MSWord, Excel, PowerPoint, Contact Management databases
Model-written summary · the original posting is authoritative