TD Client Relationship Associate II

3 days ago


New York, New York, United States TD Bank Group Full time
Job Overview: As a TD Epoch-Client Relationship Associate II, you will play a key role in supporting the client servicing effort and working closely with Relationship Managers to deliver top-tier service. The ideal candidate will have 3+ years of relevant experience, a solid understanding of asset management/investment solutions, and excellent communication skills. In this dynamic role, you will work collaboratively with internal teams to streamline client initiatives, prepare correspondence, and participate in strategic projects.

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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