Senior Wealth Client Relations Specialist

M&T Bank Corporation; Radnor (Delaware County); On-site; USD 68,000 - 114,000; Full time

Job summary

M&T Bank Corporation is seeking a client service professional for Wealth Management in Radnor, PA. You will support the Wealth Advisor and team, handling new accounts, AML/KYC, and complex client transactions to ensure excellent service for HNW and UHNW clients.

Your role emphasizes strong communication, organization, and collaboration to resolve issues and improve efficiency while upholding risk and regulatory standards.

Qualifications

• Bachelor’s degree and a minimum of 2 years’ financial service client service experience, or a combined minimum of 6 years’ higher education and/or work experience including 2+ yrs client service
• Strong customer service skills
• Strong verbal and written communication skills
• Strong organizational skills
• Proficiency with PCs and MS Office applications (word, Excel, PowerPoint)

Responsibilities

• Build, manage and maintain strong client relationships with Wealth Management team and partners to grow and retain HNW/UHNW clients
• Complete new account opening and AML/BSA/KYC requirements; process related sales reports
• Handle complex client transactions and resolve issues for timely, high-quality client service
• Monitor reports to ensure compliance and audit readiness; escalate when needed
• Identify process improvements to enhance team efficiency and client experience

Skills

Customer service

Interpersonal skills

Verbal & written communication

Organizational skills

PC skills

Team knowledge sharing

Education

Bachelor’s degree + 2+ yrs financial service client service OR 6 yrs higher ed/work exp incl. 2+ yrs client service

Tools

Microsoft Office

Job description

M&T Bank Corporation is seeking a client service professional for Wealth Management in Radnor, PA. You will support the Wealth Advisor and team, handling new accounts, AML/KYC, and complex client transactions to ensure excellent service for HNW and UHNW clients.

Your role emphasizes strong communication, organization, and collaboration to resolve issues and improve efficiency while upholding risk and regulatory standards.