ICS Relationship Manager I

Wilmington Trust; South Dakota; On-site; USD 54,000 - 90,000; Full time

Job summary

Wilmington Trust in Buffalo, NY seeks a Relationship Management Support professional to oversee assigned institutional client accounts, providing administration support and superior client service while minimizing risk.

The role emphasizes timely processing of activities, responding to compliance requests, and maintaining strong communications on regulatory matters. A Bachelor’s degree or equivalent experience is required, with strong PC skills and excellent customer service.

Qualifications

• Bachelor’s degree and a minimum of 1 year relevant experience, or a combined minimum of 5 years’ higher education and/or work experience with 1 year relevant experience.
• Strong proficiency in personal computers and word processing/spreadsheet software.
• Detail-oriented with excellent customer service, verbal and written communication, organization, problem-solving and decision-making skills.

Responsibilities

• Submit activity for processing timely and accurately per client directives.
• Respond to/annotate compliance reports as directed by more experienced Relationship Managers.
• Submit annual account reviews for assigned accounts promptly or as directed.
• Serve as primary/secondary contact for assigned accounts and retirement plan participants; resolve basic inquiries.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Complete client billing and resolve aged receivables with guidance from senior staff.
• Stay current on industry trends and regulatory items.
• Adhere to risk and regulatory standards; escalate risk-related issues as needed.
• Promote M&T Bank brand and maintain internal control standards including audit points.

Skills

Customer service

Communication

Detail-oriented

Organization

Problem-solving

Decision-making

Microsoft Office

Education

Bachelor’s degree in Finance or Business

Combined 5 years higher education/work experience with 1 year relevant experience

Job description

Overview:

Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.

Primary Responsibilities:

• Submit activity for processing in a timely and accurate manner and based on client directives.
• Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
• Submit annual account reviews for assigned accounts in a timely manner or as directed.
• Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
• Remain current on industry trends and regulatory items.
• 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.

Education and Experience Required:

Bachelor’s degree and a minimum of 1 year relevant experience,

OR in lieu of a degree,

A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience

Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software

Detail-oriented

Excellent customer service skills

Excellent verbal and written communication skills

Proven organizational skills

Proven problem-solving skills

Strong decision-making skills

Education and Experience Preferred:

Bachelor’s degree in Finance or Business

Minimum of 2 years’ relevant experience

Retirement or Trust administration experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $54,100.00 - $90,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Buffalo, New York, United States of America