Institutional Client Services Specialist

Wilmington Trust; Wilmington (DE); On-site; USD 60,000 - 99,000; Full time

Job summary

M&T Bank in Wilmington, DE seeks a Relationship Manager to oversee institutional client accounts, provide administration support, and deliver high-quality client service. The role emphasizes accurate processing, regulatory awareness, and proactive communication within a risk-controlled environment.

The position requires a Bachelor’s degree (or equivalent) with relevant experience, strong PC skills, and excellent communication.

Qualifications

• Bachelor's degree with at least 1 year relevant experience.
• OR combined 5 years higher education and/or work experience with at least 1 year relevant.
• Strong proficiency with PCs, word processing and spreadsheets.

Responsibilities

• Submit activity for processing accurately per client directives.
• Annotate compliance reports as directed by Relationship Managers.
• Submit annual account reviews on time.
• Serve as primary/secondary contact for accounts and retirement plan participants.
• Maintain client communications on regulatory, legal, accounting and trust matters.
• Complete client billing and resolve aged receivables.
• Stay current on industry trends and regulatory items.
• Adhere to risk/regulatory standards and escalate issues.
• Support M&T Bank brand and internal controls.
• Complete other related duties as assigned.

Skills

Customer service skills

Verbal and written communication

Organizational skills

Problem-solving

Decision-making

Detail-oriented

Computer proficiency

Education

Bachelor's degree

1 year relevant experience

5 years higher education/experience with 1 year relevant

2+ years retirement/trust admin experience

Bachelor’s degree in Finance or Business

Tools

Microsoft Office

Job description

M&T Bank in Wilmington, DE seeks a Relationship Manager to oversee institutional client accounts, provide administration support, and deliver high-quality client service. The role emphasizes accurate processing, regulatory awareness, and proactive communication within a risk-controlled environment.

The position requires a Bachelor’s degree (or equivalent) with relevant experience, strong PC skills, and excellent communication.