Apply on Employer Site

TD · 9 hours ago

Associate Private Client Relationship Manager- Ramsey, NJ

New York, New York

Full-time

Onsite

Mid Level

$79K/yr - $118K/yr

3+ years exp

TD Bank is one of the world's leading financial institutions, and they are seeking an Associate Private Client Relationship Manager to serve the unique needs of high net worth clients. The role focuses on providing excellent service, managing client relationships, and collaborating with other team members to enhance client satisfaction and retention.

FinanceBankingFinancial ServicesWealth Management

Responsibilities

Serve as the central point of contact for HNW clients with lower balances

Work to deepen and broaden existing relationships by providing excellent service

Proactively contact clients and deliver thought leadership across all capabilities at TD Wealth

Engage clients and introduce them to the Private Client Relationship Manager when needed

Partner with other RMs, IAs, Wealth Strategists, and Wealth Lending Advisors

Retain and grow assigned client relationships and exceed client expectations for service

Provide day-to-day account management solutions and introduce the full capabilities offered at TD Wealth

Maximize client satisfaction with their banking relationships and seize opportunities to retain and grow balances

Ensure existing clients are provided with a Private Client Planning Experience where it adds value

Effectively implement a process with CSAs to ensure every client receives legendary service

Execute a proactive outreach effort across all clients to enhance and expand the overall relationship

Leverage the availability of specialists in taxes, trust, and estate to interest clients in deepening their relationship with TD Wealth

Execute in a compliant manner with regulations, policies, and procedures

Adhere to all federal, state, SRO regulations and Firm policies related to business activities

Understand and adhere to TD Wealth AML/ATF Policies and Procedures

Implement TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information

Contribute to a positive and constructive work environment with a focus on supporting the overall Wealth team

Represent TD Wealth to the general public in a professional manner

Be involved in the community and support TD Bank Group charity and community initiatives

Qualification

Securities LicensedHNW client needsConsultative sales experienceMicrosoft ApplicationsPersonalized customer service skillsMultitaskCommunication skillsWork collaborativelySelf-motivated

Required

4-year degree or the equivalent experience

3 years related experience in a production or client support capacity (i.e. track record of high client satisfaction and retention) required

Securities Licensed: Series 7, 63 + 65 or 66

Understanding of HNW client needs and products and services available to clients within the segment

Ability to establish relationships and partner effectively with other departments within TD Wealth and TD Bank, America's Most Convenient Bank

Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service

Self-motivated, able to work independently, as well as part of a team - working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner

Excellent communication skills, both verbal and written

Proficiency in Microsoft Applications (PowerPoint, Excel, Word)

Membership in civic and professional organizations required after employment

Ability to multitask and manage competing priorities effectively

Ability to work within a highly collaborative team environment