Private Client Specialist I - Greenville, SC

What you’d do

Supports Relationship Managers and Investment Advisors serving high-net-worth clients, handling new account openings, transfers and fundings, and helping with basic financial planning discussions and client reviews. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Bachelor's degree preferred
• Internal candidates: 3+ years with TD client platforms
• Client onboarding and account funding experience
• Administrative and analytical support skills