Private Client Specialist 1-Marlton, NJ or Exton, PA

Updated: May 09, 2024 11:48 PM GMT

Health insurance Job in Evesham, New Jersey

TD Bank

Evesham, NJ

Work Location:
Marlton, New Jersey, United States of America

Hours:
40

Line of Business:
TD Wealth

Pay Details:

We're committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role.

Job Description:

The Private Client Specialist will act as a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of contact for HNW clients across banking, lending and High Net Worth Investing with expertise in banking and lending. Partner with Relationship Managers, Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust Advisors or Investment Advisors) and... More Detail