Senior Wealth Client Advisor for HNW/UHNW

Wilmington Trust; New York (NY); On-site; USD 76,000 - 127,000; Full time

Job summary

M&T Bank in New York, NY is seeking a Wealth Management Client Service Associate to support servicing and sales enablement for high-net-worth and ultra-high-net-worth clients. You will assist with account openings, AML/KYC, and handling complex transactions to ensure timely, high-quality client service.

Role collaborates with Wealth Advisors and internal partners, travels monthly and works in Hauppauge, NY area as part of the in-office requirement, while upholding risk and regulatory standards

Qualifications

• Bachelor's degree and a minimum of 2 years’ financial service client service experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ financial service client service experience.
• Strong customer service skills.
• Strong interpersonal skills.
• Strong verbal and written communication skills.
• Strong organizational skills.
• Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software

Responsibilities

• Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
• Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports.
• Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client.
• Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience.
• Utilize knowledge of products, services, internal policies, and procedures as well as external developments to resolve more complex issues and identify process improvements to improve the efficiency of the team.
• Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
• Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.

Skills

Customer service

Interpersonal skills

Verbal and written communication

Organizational skills

PC proficiency

Education

Bachelor's degree or equivalent experience

Job description

M&T Bank in New York, NY is seeking a Wealth Management Client Service Associate to support servicing and sales enablement for high-net-worth and ultra-high-net-worth clients. You will assist with account openings, AML/KYC, and handling complex transactions to ensure timely, high-quality client service.

Role collaborates with Wealth Advisors and internal partners, travels monthly and works in Hauppauge, NY area as part of the in-office requirement, while upholding risk and regulatory standards