TD Bank
Private Client Specialist I - Greenville, SC
Greenville, South Carolina · On-site · Full-time · Posted Oct 23, 2026
- Experience
- Internal candidates: 3+ years of experience working with TD's client platforms required. Experience in professional services and working with affluent clients is required; no years specified.
- Education
- Bachelor degree preferred.
About the job
Supports Relationship Managers and Investment Advisors serving high-net-worth clients, especially with onboarding, account administration, client service, and basic financial planning.
What you'll do
- Coordinate new-client onboarding, account openings and fundings, client discovery, and required profiling documents.
- Provide administrative, analytical, and service support, including account administration, reports, and responding to client requests.
- Support relationship reviews and basic financial planning, identify client needs, and coordinate banking, lending, investment, tax, and trust specialists.
What they ask for
- Series 7, 63/65, or 66 registration; candidates with at least one may be considered, but must obtain all required licensing within the stated period if hired.
- Experience in professional services and working with affluent clients.
- Knowledge of MS Word, Excel, PowerPoint, and Contact Management databases.
- Satisfactory results on required background and financial checks; eligible for employment under applicable covered-financial-institution, NMLS, and FINRA standards.
Nice to have
- Bachelor degree preferred.
- Knowledge of investments, banking, and credit products preferred.
Pay
$25.75 - $38.50 USD (base salary)
Tools
MS Word, Excel, PowerPoint, Contact Management databases, financial planning software, Private Banking, Investments and Trusts
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