Private Client Specialist I - Melville, NY

What you’d do

Support Relationship Managers and Investment Advisors by handling client onboarding, account openings, fund transfers, and participating in financial planning discussions. Provide administrative and service support in a full-time role. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• Bachelor degree preferred
• 3+ years experience with TD client platforms for internal candidates
• Support onboarding and account management
• Participate in financial planning discussions
• Full-time schedule