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TD Bank - Ramsey, NJ

posted 20 days ago

Full-time - Entry Level
Hybrid - Ramsey, NJ
Credit Intermediation and Related Activities

About the position

The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing relationship by providing excellent service, proactively contacting clients, delivering thought leadership across all capabilities at TD Wealth. A critical objective of the ARM will be to engage clients and when clients seek a deeper or broader relationship with TD, introduce the Private Client Relationship Manager that covers the Store most convenient for the client. The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for retaining and growing assigned client relationship and is accountable for exceeding client's expectations for service. The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account management solutions and introducing the full capabilities offered at TD Wealth. The ARM must focus on maximizing client's satisfaction with their Banking relationships, maximizing, and seizing the opportunity to retain and grow balances by referring qualified clients to Private Client Relationship Managers in the various Markets throughout the TD footprint.

Responsibilities

  • Serve as the central point of contact for high net worth clients with lower balances.
  • Deepen and broaden existing client relationships through excellent service.
  • Proactively contact clients and deliver thought leadership across all capabilities at TD Wealth.
  • Engage clients and introduce them to Private Client Relationship Managers when appropriate.
  • Partner with other RMs, IAs, Wealth Strategists, and Wealth Lending Advisors.
  • Retain and grow assigned client relationships, exceeding client expectations for service.
  • Provide day-to-day account management solutions for smaller balance clients.
  • Maximize client satisfaction with their banking relationships.
  • Implement a process with CSAs to ensure every client receives legendary service.
  • Execute proactive outreach efforts across all clients to enhance relationships.
  • Leverage specialists (Taxes, Trust and Estate) to deepen client relationships with TD Wealth.
  • Ensure compliance with regulations, policies, and procedures.
  • Understand and adhere to TD Wealth AML/ATF Policies and Procedures.
  • Implement TD's Customer Identification Program (CIP) and perform due diligence requirements.
  • Contribute to a positive and constructive work environment.

Requirements

  • 4-year degree or equivalent experience.
  • 3 years related experience in a production or client support capacity.
  • Securities Licensed: Series 7, 63 + 65 or 66.
  • Understanding of high net worth client needs and available products and services.
  • Consultative sales experience preferred.
  • Ability to establish relationships and partner effectively with other departments.
  • Personalized customer service skills with a wide variety of clients.
  • Self-motivated and able to work independently and as part of a team.
  • 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.

Nice-to-haves

  • Experience in a financial services environment.
  • Knowledge of TD Wealth products and services.
  • Previous experience in client relationship management.

Benefits

  • Base salary and variable compensation/incentive awards.
  • Health and well-being benefits.
  • Savings and retirement programs.
  • Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
  • Banking benefits and discounts.
  • Career development opportunities.
  • Reward and recognition programs.
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