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Td Client Service Associate Jobs (NOW HIRING)

The Right Click, Inc.

Client Service Associate

Darien, CT · On-site

$15 - $20.75/hr

Our client is seeking a Client Service Associate. The ideal candidate is highly organized, detail-oriented, polished, and comfortable balancing confidential executive support responsibilities with ...

Kestra Financial

Client Service Associate

Chicago, IL · On-site

$15 - $20.50/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Td

Premier Banker- Georgetown

New York, NY · On-site

$27.75 - $41.50/hr

Delivers the TD Premier program to eligible Clients * Knowledgeable in products and services to be able act as an educator and advisor to clients * Requires established client service skills to ...

Td

Premier Banker- Mullica Hill

Mullica Hill, NJ · On-site

$25.75 - $38.50/hr

Delivers the TD Premier program to eligible Clients * Knowledgeable in products and services to be able act as an educator and advisor to clients * Requires established client service skills to ...

Boutique Recruiting

Client Service Associate

Naples, FL · On-site

$60K - $75K/yr

Client Service Associate Salary Range: $60,000-$75,000 / Year, DOE Join a well-established wealth management firm where client service is the standard, not an afterthought . This Client Service ...

Kestra Financial

Client Service Associate

Schaumburg, IL · On-site

$14.25 - $19.75/hr

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience.

Red Shift

Client Service Associate

Manhattan, NY · On-site

$22 - $25/hr

Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity ...

Atlantic Group

Client Service Associate

Boston, MA · On-site

$65K/yr

Salary: $65,000 Job Overview - Client Service Associate Compensation: $65,000 - $80,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (Hybrid) Atlantic Group is hiring a Client Service ...

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Td Client Service Associate information

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How much do td client service associate jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for td client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What does a Td Client Service Associate do?

A TD Client Service Associate provides support to clients by handling inquiries, processing transactions, and assisting with account management. They often work in banking or financial services environments, utilizing customer service skills and financial tools to ensure client satisfaction and accurate account handling.

What cities are hiring for Td Client Service Associate jobs?

Cities with the most Td Client Service Associate job openings:

What are popular job titles related to Td Client Service Associate jobs?

For Td Client Service Associate jobs, the most frequently searched job titles are:

Client Service Associate

Chicago, IL • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$15 - $20.50/hr

Full-time

Re-posted 22 days ago

Job description

Client Service Associate Summary
The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities
  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate

Supervisory Responsibilities: None
Knowledge, Skills, and/or Abilities
  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience
  • Bachelor's degree in a business-related field preferred
  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration
• Series 7 and 65/66 preferred (or ability to obtain)

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