Private Client Service Associate II - Greenville, SC

TD•Greenville, SC

4d•$24 - $34•Onsite

About The Position

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. Depth and Scope: Accountabilities are multi-tasks of varying complexity and scope Completes all applicable specialized training Works independently with minimal supervision Performs a broad range of tasks and follows established procedures to identify and implement the most suitable solution 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 Coordinates 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 executes all money movement requests in compliance with policies and procedures Excellent understanding and use of bank systems to check client balances for overdrafts Excellent understanding of all maintenance needs for all Wealth Management products Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Performs necessary duties to assist with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with the wealth management area of specialization Efficiently manages and promptly responds to all inquiries/requests for information independently or directs to the appropriate person/area meeting all quality assurance standards Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; Creates reports summarizing information as required Coordinates information flow among internal departments, clients, and others as necessary, communicating procedural and administrative information; Forwards and obtains required documents and information as required Coordinates with more experienced staff to resolve more difficult client issues, problems, and requests Guides and directs others as necessary; Acts as a specialist resource to support all money movement and general administrative assistance Keeps others on the team informed about status of account administration, retention, and projects Completes assigned administrative/client service tasks within policy and operating procedures Identifies and recommends technological/process improvements which may improve overall productivity and client satisfaction Assists with teaching other colleagues

Requirements

Associates degree and/or 2+ years of relevant work experience
Strong attention detail
Organizational skills
Excellent customer service skills
PC skills, including spreadsheet and database experience
Must possess outstanding Customer service skills via phone
Ability to deal with back office in a positive, supportive manner as well as the ability to always deliver superior service in a fast-paced and changing environment.
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.