M&T Bank
Financial Services
WealthClientServiceAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Wealth Client Service Associate at M&T Bank. Skills: Client service, Sales enablement, Relationship building. Manage daily client transactions. Resolve routine service issues”
What You'll Achieve.
Deliver exceptional client experience; Deepen client relationships; Connect clients to solutions; Support retention; Support growth
Industry & Context.
What They're Looking For.
Must Have
Bachelor's degree, 1 years financial services client service experience, 5 years higher education and/or work experience, Proficiency with Microsoft Office
Nice to Have
3+ years private banking, 3+ years wealth management, 3+ years commercial banking, 3+ years branch experience, Trust experience
What You'll Do.
Manage daily client transactions
Resolve routine service issues
Open and onboard new clients
Build relationships with clients
Build relationships with advisors
Build relationships with internal partners
Provide sales support for market initiatives
Provide sales support for events
Provide sales support for process improvements
Stay current on products
Stay current on policies
Stay current on regulatory requirements
Review reports to ensure compliance
Review reports to ensure security
Review reports to ensure service
Escalate risks as needed
Adhere to risk standards
Adhere to audit standards
Adhere to control standards
How You'll Work.
Team & Collaboration
Partner across Wealth Management; Work with advisors; Work with internal partners
Full Job Description
**Overview** Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Partner across the Wealth Management team to deliver an exceptional client experience, deepen relationships, and connect clients to the right solutions. Leverage operational and product expertise to execute on service strategy and resolve day-to-day client needs. **What You’ll Do:** * Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency * Resolve routine service issues independently, ensuring a seamless client experience * Open and onboard new client relationships; ensure clients are set up and informed * Build strong relationships with clients, advisors, and internal partners to support retention and growth * Provide sales support for market initiatives, events, and process improvements * Stay current on products, policies, and regulatory requirements * Review reports to ensure compliance, security, and service quality; escalate risks as needed * Adhere to risk, audit, and control standards **Education and Experience Required:** Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience Strong customer service, communication, and organizational skills Proficiency with Microsoft Office (Excel, Word, PowerPoint) **Education and Experience Preferred:** 3+ years in private banking, wealth management, commercial banking, or branch Knowledge of banking systems and private banking products/services Trust experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensat
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