Junior Institutional Relationship Manager

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

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.