Private Client Specialist — Wealth Management Support
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-02-03
Listing for:
TD Bank
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial institution in Greenville, South Carolina, seeks a dedicated professional to enhance customer service and manage complex financial transactions. The ideal candidate has a bachelor’s degree, excellent organizational skills, and relevant licenses such as Series 7 or others. Responsibilities include ensuring a legendary service experience, onboarding clients seamlessly, and liaising with various specialists for comprehensive service. Join in supporting community initiatives while achieving personal and team goals.
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