M&T Bank

Financial Services

WealthClientServiceAssociate

$0–0k Wilmington, Delaware, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services

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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