Private Client Service Associate II (pcsa) - Greenville, SC

Private Client Service Associate II

The Private Client Service Associate II (PCSA) performs administrative tasks in support of one or more wealth management areas. Specifically, the PCSA will assist clients, either directly or with direction from the client's advisor team, with money movement needs and general account maintenance needs on each of the platforms used to service client needs.

The PCSA will:

• Assist clients with money movement needs and general account maintenance needs
• Complete all applicable specialized training
• Work independently with minimal supervision
• Perform a broad range of tasks and follow established procedures to identify and implement the most suitable solution
• Have working knowledge of, and ability to use, the platforms and systems used to onboard and service deposits, loans, investments and trusts for the High Net Worth clients of TD Wealth
• Coordinate with all departments within the bank to answer questions, solve issues, and generally be the face of the bank in day-to-day transactions with the clients and advisors
• Efficiently execute all money movement requests in compliance with policies and procedures
• Have excellent understanding and use of bank systems to check client balances for overdrafts
• Have excellent understanding of all maintenance needs for all Wealth Management products
• Understand and adhere to TD Wealth AML/ATF Policies and Procedures
• Implement TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements
• Assist with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with the wealth management area of specialization
• Efficiently manage and promptly respond to all inquiries/requests for information independently or directs to the appropriate person/area meeting all quality assurance standards
• Maintain various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; create reports summarizing information as required
• Coordinate information flow among internal departments, clients, and others as necessary, communicating procedural and administrative information; forward and obtain required documents and information as required
• Coordinate with more experienced staff to resolve more difficult client issues, problems, and requests
• Guide and direct others as necessary; act as a specialist resource to support all money movement and general administrative assistance
• Keep others on the team informed about the status of account administration, retention, and projects
• Complete assigned administrative/client service tasks within policy and operating procedures
• Identify and recommend technological/process improvements which may improve overall productivity and client satisfaction
• Assist with teaching other colleagues

Education and experience:

• Associates degree and/or 2+ years of relevant work experience
• Strong attention to detail
• Organizational skills
• Excellent customer service skills
• PC skills, including spreadsheet and database experience
• Outstanding customer service skills via phone
• Ability to deal with back office in a positive, supportive manner as well as the ability to deliver superior service in a fast-paced and changing environment

Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.

TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing – and so will you.

Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.

Additional Information: We're delighted that you're considering building a career with TD. We're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development: If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Training & Onboarding: We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process: We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation: TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the applicant process.