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Private Client Onboarding & Wealth Support I
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-15
Listing for:
TD Bank, N.A.
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
TD Bank, N.A. in Melville, NY is seeking a Private Client Specialist I to support Relationship Managers and Investment Advisors in onboarding new high-net-worth clients, coordinating transfers, and ensuring timely account openings.
You will assist with basic financial planning discussions and client reviews, while providing reliable administrative support. The role requires strong client service, organizational skills, and adherence to regulatory standards, with opportunities for growth within
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