Associate Private Client Relationship Manager - Coral Gables, Florida

Serve as the central point of contact for HNW clients with lower balances.,Deepen and broaden existing relationships through excellent service and proactive client contact.,Deliver thought leadership across all capabilities at TD Wealth.,Engage clients and introduce Private Client Relationship Managers for deeper or broader relationships.,Partner with other RMs, IAs, Wealth Strategists, and Wealth Lending Advisors.,Retain and grow assigned client relationships, exceeding service expectations.,Provide day-to-day account management solutions and introduce full TD Wealth capabilities.,Maximize client satisfaction with Banking relationships and seize opportunities to retain and grow balances.,Refer qualified clients to Private Client Relationship Managers in various Markets.,Ensure existing clients receive a Private Client Planning Experience where it adds value.,Effectively implement processes with CSAs to ensure legendary service.,Execute proactive outreach efforts to enhance and expand overall client relationships.,Leverage Specialists (Taxes, Trust and Estate) to deepen client relationships with TD Wealth.,Execute in compliance with regulations, policies, and procedures (OCC, SEC, FINRA, AML/ATF, CIP).,Attain all Continuing Education requirements.,Contribute to a positive and constructive work environment and support the overall Wealth team.,Contribute individually and as a team member to strong performance and collaboration.,Represent TD Wealth professionally to the general public and be involved in community initiatives.,Understand and support the Bank's Customer Service Strategy.,Consider the impact of decisions on TD, its Customers, and stakeholders.,Provide the highest level of Customer service.,Model quality service delivery at every interaction.,Lead and contribute to the ongoing improvement of the partner/Customer experience.,Be engaged in advancing an inclusive culture and creating an extraordinary employee experience.,Participate fully as a member of the team and contribute to a positive work environment.,May provide leadership, training, and guidance to other team members.,Ensure ongoing communication with the team on project status and issues.,Actively share information and knowledge, and proactively learn from others' expertise.

4-year degree or equivalent experience.,3 years related experience in a production or client support capacity (track record of high client satisfaction and retention).,Securities Licensed: Series 7, 63 + 65 or 66.,Life & Health (L&H) license.,Understanding of HNW client needs and available products/services.,Consultative sales experience preferred.,Ability to establish relationships and partner effectively within TD Wealth and TD Bank.,Personalized customer service skills, including working with diverse clients.,Self-motivated and able to work independently and as part of a team.,Excellent verbal and written communication skills.,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.

Bachelor's Degree

Position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator under SAFE Act.,Is with a FINRA member, broker or dealer and is subject to the requirements of FINRA and Securities Laws.,Must be eligible for employment with a covered financial institution under Regulation Z.,Must be eligible for registration as a registered mortgage loan originator with the NMLS.,Must be eligible for employment under standards established by FINRA.,Subject to investigation and verification requirements of FINRA Rule 3110(e).,Satisfactory results on criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search are required by federal law.,Statements/certification from job applicant regarding administrative, civil, or criminal findings by any government agency/authority or self-regulatory organization are required.