Hybrid Senior Wealth Client Associate

M&T Bank Corporation; New York (NY); Hybrid; USD 75,900 - 126,500; Full time

Benefits offered by this job

Medical benefits

Retirement plans

Paid volunteer time

Job summary

M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial services, highlighting the importance of customer service skills. You will be responsible for processing complex client transactions and ensuring compliance with operational standards.

Join a reputable bank committed to making a difference in communities while offering competitive benefits and development opportunities.

Qualifications

• Minimum of 2 years’ financial service client service experience.
• Experience in process workflow for client service.
• Ability to work independently and in teams.

Responsibilities

• Build and maintain client relationships to enhance retention.
• Process complex transactions to ensure client satisfaction.
• Review department reports for compliance and positive client experience.

Skills

Customer service skills

Interpersonal skills

Verbal communication skills

Organizational skills

Knowledge sharing

Education

Bachelor's degree in finance or related field

Tools

MS Office Suite

Job description

M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial services, highlighting the importance of customer service skills. You will be responsible for processing complex client transactions and ensuring compliance with operational standards.

Join a reputable bank committed to making a difference in communities while offering competitive benefits and development opportunities.