Hybrid Wealth Client Associate — HNW/UHNW Relationships

M&T Bank; New York (NY); On-site; USD 76,000 - 127,000; Full time

Job summary

M&T Bank is seeking a Wealth Management Client Service Associate to support High Net Worth and Ultra-High Net Worth clients in New York. You will work with the Wealth Advisory team, ensuring timely account processing, AML/KYC screening, and issue resolution while delivering exceptional service.

The role requires a 4-day in-office schedule with 2 travel days per month, note Hauppauge, NY office participation, and strong interpersonal communication.

Qualifications

• Bachelor's degree plus at least 2 years of financial service client service experience.
• Or a combined minimum of 6 years of higher education and/or work experience with 2+ years in financial services.
• Strong customer service, interpersonal, and written communication skills.
• Proficiency with PCs and common office software.

Responsibilities

• Build and maintain strong client relationships with Wealth Management team and partners.
• Complete new account opening and AML/KYC requirements; process related reports.
• Process complex client transactions and ensure timely resolution.
• Review department reports for compliance and client experience; escalate issues.
• Provide sales support for market-specific projects and initiatives.
• Adhere to risk and regulatory standards and participate in audits.

Skills

Customer service

Interpersonal skills

Verbal and written communication

Organizational skills

Education

Bachelor's degree or higher education/experience mix

CFP/CTFA certification

Job description

M&T Bank is seeking a Wealth Management Client Service Associate to support High Net Worth and Ultra-High Net Worth clients in New York. You will work with the Wealth Advisory team, ensuring timely account processing, AML/KYC screening, and issue resolution while delivering exceptional service.

The role requires a 4-day in-office schedule with 2 travel days per month, note Hauppauge, NY office participation, and strong interpersonal communication.