This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
TD Bank - Ramsey, NJ
posted 20 days ago
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.