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Wealth Client Support Supervisor
TDWealth Client Support Supervisor managing wealth management communications and team activities at TD. Ensures exceptional client onboarding and service through comprehensive process management.
Posted 7/2/2026full-timeMarlton • New Jersey • 🇺🇸 United StatesSeniorLead💰 $91,000 - $136,240 per yearWebsite
About the role
Key responsibilities & impact- Coordinate communication with multiple areas of the wealth management business
- Hire, lead, and manage teams supporting sales and service activities
- Implement process changes to adhere to identified control gaps
- Supervise escalated situations and review identified items
- Train new staff members and audit staff on a regular basis
Requirements
What you’ll need- Associates degree and/or bachelor's degree
- 7+ years of related experience (preferably in the financial industry)
- Series 24 or 9/10, 7, 63/65 or 66 required
- In-depth knowledge of investments, banking, and credit products
- Demonstrated experience solving complex service issues
- Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Career development programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Wealth ManagementInvestment KnowledgeBanking KnowledgeCredit Products KnowledgeProcess Change ImplementationStaff TrainingAudit ExperienceControl Gap IdentificationSales SupportService Activities Management
Soft Skills
CommunicationProblem SolvingSupervisionTeam ManagementEscalation Management
Certifications
Series 24Series 9/10Series 7Series 63Series 65Series 66