# Client Relationship Associate II at TD Bank

TD Bank is hiring a Client Relationship Associate II in New York, United States. Level rates it Little AI ●○○○; you can [apply on TD Bank](https://jobsbylevel.com/go/a43165f6-b5a8-476e-917d-92bc2ecec2a1?utm_medium=ai-agent).

AI Level 1, AI centrality 39 out of 100. New York, New York.

## Details

- Company: [TD Bank](https://jobsbylevel.com/companies/td-bank)
- AI level: AI Level 1 (score 39 out of 100)
- Location: New York, New York
- Posted: November 10, 2026
- Apply: https://jobsbylevel.com/go/a43165f6-b5a8-476e-917d-92bc2ecec2a1?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=client-relationship-associate-ii-at-td-bank-7255cf

## Description

Work Location: New York, New York, United States of America Hours: 40 Pay Details: $100,000 - $120,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: EPOCH LLC Job Description: The Client Relationship Associate II within the Global Institutional Relationship Management team supports all aspects of the client servicing effort and is a key member of TDAM US Relationship Management team. This role includes an understanding of the unique servicing needs and day to day responsibility for assigned relationships. This role is the key point of contact for all legal, administrative, reporting, operational and general servicing issues. Additionally, this role acts as the primary back-up to a Relationship Manager (RM) on all shared relationships. This role focuses on Institutional and Intermediary efforts and with growth opportunities, given the expectation of development within the role. Depth & Scope: Anticipates and addresses with Relationship Managers, as well as independently, to ensure the full range of client portfolio needs are met, account start-up and integration are completed seamlessly, and account and relationship issues are addressed promptly Participates in strategic projects to streamline and evolve client initiatives Prepares third-party correspondence including reports, questionnaires, commentary, audit responses, etc. Prepares Relationship Managers and key investment professionals for client meetings, including but not limited to a detailed review of presentation materials, coordination of relevant account information, in addition to compiling ad-hoc value-add material as appropriate. Effectively partners and collaborates with various internal teams, such as Marketing, Business Development, Legal, Compliance, Operations, Trading, and Investment Research to deliver top tier service Education & Experience: Undergraduate degree required 3+ years preferable relevant industry experience Preferably interested in working toward or has either CFA or CAIA designation Knowledge of asset management/investment solutions, consulting principles, banking industry, and product/customer markets Knowledge of current and emerging competitor and market trends Knowledge of risk management environment, standards, and regulations Ability to exercise sound judgement in making decisions Ability to communicate effectively in both oral and written form Ability to work collaboratively and build relationships Skill in using analytical software tools, data analysis methods and reporting techniques Skill in using computer applications including MS Office Ability to recognize, analyze and solve a variety of problems Ability to analyze, organize and prioritize work while meeting multiple deadlines Ability to work successfully as a member of a team and independently Ability to handle confidential information with discretion Shareholder Accountabilities: Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining customers / sales opportunities and referrals, to increase profitability and enables business growth Promotes and offers full suite of products, sales, services and banking capabilities Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/client-relationship-associate-ii-at-td-bank-7255cf

Source: https://jobsbylevel.com/jobs/client-relationship-associate-ii-at-td-bank-7255cf

## Cite this page

Level. https://jobsbylevel.com/jobs/client-relationship-associate-ii-at-td-bank-7255cf.

Get job alerts: https://jobsbylevel.com/newsletter