Relationship Manager I, Institutional & Retirement Plans

Wilmington Trust; Buffalo (NY); On-site; USD 54,000 - 90,000; Full time

Job summary

M&T Bank in Buffalo, NY is seeking an experienced Relationship Manager support professional to oversee institutional client accounts. You will handle administration, client service tasks, billing, and compliance in a team setting.

The role emphasizes accurate processing, timely account reviews, and strong communication with retirement plan participants, while aligning with risk controls and audit requests.

Qualifications

• Bachelor's degree or equivalent with experience in relationship management or client service.
• Strong communication, organization and problem-solving skills are required.
• Proficiency with personal computers and standard office software is expected.

Responsibilities

• Submit activity for processing accurately per client directives.
• Respond to and annotate compliance reports as directed by Relationship Managers.
• Submit annual account reviews for assigned accounts 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 with RM support.

Skills

Customer service

Communication

Organizational skills

Problem-solving

Attention to detail

Decision-making

Education

Bachelor's degree in Finance or Business

Combined 5 years of higher education and/or work experience including 1 year relevant

Tools

Word processing

Spreadsheets

Job description

M&T Bank in Buffalo, NY is seeking an experienced Relationship Manager support professional to oversee institutional client accounts. You will handle administration, client service tasks, billing, and compliance in a team setting.

The role emphasizes accurate processing, timely account reviews, and strong communication with retirement plan participants, while aligning with risk controls and audit requests.