Associate Relationship Manager
3 weeks ago
The Associate Private Client Relationship Manager is a key role in TD Wealth, responsible for delivering exceptional client experiences and driving business growth. This position requires a strong understanding of high net worth client needs and a consultative approach to sales.
Key Responsibilities- Develop and maintain strong relationships with high net worth clients, understanding their unique needs and preferences.
- Provide personalized service and support to clients, ensuring their banking relationships are maximized and balanced.
- Work collaboratively with other departments within TD Wealth and TD Bank to deliver a seamless client experience.
- Identify opportunities to deepen and broaden client relationships, introducing them to relevant products and services.
- Meet or exceed client satisfaction and retention targets, ensuring a high level of customer loyalty.
- 4-year degree or equivalent experience.
- 3 years of related experience in a production or client support capacity, with a track record of high client satisfaction and retention.
- Securities Licensed: Series 7, or 66.
- Understanding of HNW client needs and products and services available to clients within the segment.
- Consultative sales experience preferred.
- Excellent communication and interpersonal skills, with the ability to work effectively with a wide range of clients and colleagues.
TD Bank Group is committed to providing a comprehensive compensation package, including base salary, variable compensation, and benefits. We also offer opportunities for career development and advancement, as well as a collaborative and inclusive work environment.
As a colleague of TD Bank Group, you will have access to a range of benefits, including health and wellness programs, retirement savings plans, and paid time off. We also offer a competitive salary and bonus structure, as well as opportunities for professional growth and development.
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards, as well as several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
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Associate Relationship Manager
1 week ago
New York, New York, United States TD Bank Group Full timeJob Title: Associate Relationship ManagerWe are seeking a highly motivated and experienced Associate Relationship Manager to join our team at TD Bank Group. As an Associate Relationship Manager, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing exceptional customer service, and driving...
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Associate Relationship Manager
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New York, New York, United States TD Bank Full timeJob DescriptionJob Title: Associate Relationship ManagerJob Summary:We are seeking a highly motivated and experienced Associate Relationship Manager to join our team at TD Bank. As an Associate Relationship Manager, you will be responsible for building and maintaining strong relationships with our high net worth clients, providing exceptional customer...
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