Associate Private Client Relationship Manager - Coral Gables, Florida
$72,280–$108,160 year
On-siteCoral Gables, Florida, United States
Coral Gables, Florida, United StatesOn-siteFull Time$72,280–$108,160 yearEntry LevelEnterprise
Full TimeEntry LevelEnterprise
Job Summary
Proactively reach out to high net worth clients with smaller balances to deepen relationships, deliver thought leadership, and maximize retention by introducing qualified candidates to Private Client Relationship Managers. Manage day-to-day account solutions for less complex clients while leveraging subject matter experts in taxes, trust, and estate planning to enhance the overall experience. Execute compliant outreach efforts and implement Customer Due Diligence procedures to ensure regulatory adherence and legendary service delivery.
Required Qualifications
- 4-year degree or the equivalent experience
- 3 years related experience in a production or client support capacity
- track record of high client satisfaction and retention
- Securities Licensed: Series 7, 63 + 65 or 66
- L&H
- Understanding of HNW client needs and products and services available to clients within the segment
- Consultative sales experience preferred
- 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
- Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
- Must be eligible for registration as a registered mortgage loan originator with the NMLS
- Must be eligible for employment under standards established by FINRA
- Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search
- statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization
Desired Qualifications
- Consultative sales experience preferred
- 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
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