Capital Markets Client Services Associate

Wilmington Trust; Wilmington (DE); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank in Wilmington, Delaware, is seeking a professional to assist with Global Capital Markets trust administration and servicing for high-net-worth and institutional clients. You will support relationship management, prepare documents for client meetings, and help implement client strategies while maintaining strong client relationships and compliance.

The role emphasizes teamwork, analytical thinking, and superb communication skills, with a pay range reflecting hourly compensation and

Qualifications

• Combined minimum of 3 years higher education and/or work experience
• Demonstrated focus on customer service and satisfaction
• Demonstrated verbal and written communication skills

Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings.
• Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/or enhance the client experience.
• Resolve problems and respond to client requests in a timely manner.
• Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
• Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally.
• Remain current on industry news applicable to the line of business.
• Demonstrate knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support of team members as requested.
• Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.
• Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Skills

Customer service

Communication skills

Teamwork

Analytical ability

Interpersonal skills

Education

Bachelor's degree in Finance/Business/Economics/Accounting

CCTS certification (in progress)

Tools

Microsoft Office

CRM software

Job description

M&T Bank in Wilmington, Delaware, is seeking a professional to assist with Global Capital Markets trust administration and servicing for high-net-worth and institutional clients. You will support relationship management, prepare documents for client meetings, and help implement client strategies while maintaining strong client relationships and compliance.

The role emphasizes teamwork, analytical thinking, and superb communication skills, with a pay range reflecting hourly compensation and