Senior Wealth Client Specialist — HNW/UHNW Solutions

Wilmington Trust; Radnor (Delaware County); On-site; USD 68,000 - 114,000; Full time

Job summary

M&T Bank's Wealth Management division in Radnor, PA seeks a Client Service Specialist to support HNW and UHNW relationships, onboarding clients, and daily service requests. You will work with Wealth Advisors and partners to complete AML/KYC, process complex transactions, and ensure timely, compliant service.

Strong customer service, interpersonal, and communication skills, plus MS Office proficiency, are essential; CFP/CTFA or private banking knowledge is a plus.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum 2 years financial service client service experience or related exposure.
• Strong customer service, interpersonal and communication skills.

Responsibilities

• Build and maintain strong client relationships with Wealth Management team and partners.
• Complete AML/KYC onboarding and related sales reporting.
• Process complex client transactions and account maintenance with timely issue resolution.
• Review daily reports for compliance and client experience; escalate issues as needed.
• Support sales initiatives and provide process improvements to enhance efficiency.
• Adhere to risk, regulatory standards, and internal controls.

Skills

Customer service

Interpersonal skills

Communication (verbal & written)

Organization

PC software (MS Office)

Education

Bachelor's degree or equivalent experience

Tools

MS Office

Job description

M&T Bank's Wealth Management division in Radnor, PA seeks a Client Service Specialist to support HNW and UHNW relationships, onboarding clients, and daily service requests. You will work with Wealth Advisors and partners to complete AML/KYC, process complex transactions, and ensure timely, compliant service.

Strong customer service, interpersonal, and communication skills, plus MS Office proficiency, are essential; CFP/CTFA or private banking knowledge is a plus.