TD Epoch-Client Relationship Associate II-NYC, NY

TD Bank • New York, NY

427d • $62,400 - $93,600

About The Position

The Relationship Manager Associate II at TD Bank plays a crucial role in supporting the Global Institutional Relationship Management team by managing client servicing efforts. This position involves understanding the unique needs of assigned client relationships, acting as the primary contact for various operational and administrative issues, and collaborating with internal teams to ensure top-tier service delivery. The role also includes opportunities for professional growth and development within the organization.

Requirements

• 3+ years of relevant experience in asset management or investment solutions.
• Working towards or has CFA or CAIA designation.
• Solid knowledge of the banking industry and product/customer markets.
• Ability to communicate effectively in both oral and written form.
• Skill in using analytical software tools and data analysis methods.
• Ability to work collaboratively and build relationships.
• Strong organizational skills to prioritize work and meet deadlines.
• Ability to handle confidential information with discretion.

Nice To Haves

• Knowledge of current and emerging competitor and market trends.
• Experience in risk management standards and regulations.

Responsibilities

• Support all aspects of client servicing for assigned relationships.
• Act as the primary back-up to a Relationship Manager on shared relationships.
• Anticipate and address client portfolio needs in collaboration with Relationship Managers.
• Participate in strategic projects to enhance client initiatives.
• Prepare third-party correspondence including reports and audit responses.
• Assist in preparing Relationship Managers for client meetings with relevant information and materials.
• Collaborate with internal teams such as Marketing, Legal, and Operations to deliver quality service.
• Contribute to business objectives by attracting and retaining customers.
• Ensure compliance with AML and regulatory requirements during account opening.
• Provide a Best in Class client experience through effective execution of requests.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees