TD Client Relationship Associate II
3 days ago
Key Responsibilities:
- Anticipate and address client portfolio needs, account start-up, and integration
- Participate in strategic projects to evolve client initiatives
- Prepare third-party correspondence and present detailed information to Relationship Managers and investment professionals
- Effectively collaborate with internal teams, including Marketing, Business Development, Legal, Compliance, Operations, Trading, and Investment Research
Requirements:
- Working towards or has CFA or CAIA designation
- 3+ years of relevant experience
- Solid knowledge of asset management/investment solutions, consulting principles, banking industry, and product/customer markets
- Ability to exercise sound judgment and communicate effectively
- Ability to work collaboratively and build relationships
Salary & Benefits: We offer a competitive salary range of $62,400 - $93,600 USD per year, plus benefits that include health and well-being programs, savings and retirement plans, paid time off, and career development opportunities. At TD Bank Group, we prioritize our colleagues' financial, physical, and mental well-being through our Total Rewards package.
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