TD Bank
Private Client Specialist I - Greenville, SC
Greenville, South Carolina · On-site · Full-time · Posted Oct 30, 2026
- Experience
- Internal candidates: 3+ years of experience working with TD's client platforms required. No years specified for professional-services or affluent-client experience.
- Education
- Bachelor degree preferred.
About the job
Supports high-net-worth clients and wealth team members with client onboarding, account administration, service, and basic financial planning and relationship reviews.
What you'll do
- Coordinates new-client onboarding, account openings and funding, client discovery, and required profiling documents.
- Provides administrative, analytical, and service support, including portfolio reports and responding to client inquiries.
- Supports relationship growth by identifying client needs and coordinating banking, lending, investment, tax, and trust resources.
What they ask for
- Series 7, 63/65, or 66 registration required; candidates with at least one may be considered and must obtain all required licensing within a defined period after hire.
- Experience in professional services and working with affluent clients required.
- Knowledge of MS Word, Excel, PowerPoint, and Contact Management databases essential.
- Criminal and financial background investigation required pursuant to FINRA Rule 3010(e) and successor regulations.
Nice to have
- Bachelor degree preferred.
- Knowledge of investments, banking, and credit products preferred.
Pay
$25.75 - $38.50 USD (base salary)
Tools
Private Banking, Investments and Trusts, financial planning software, MS Word, Excel, PowerPoint, Contact Management databases
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