Senior Wealth Investment Advisor Associate — Client Support

M&T Bank Corporation; New York (NY); On-site; USD 86,000 - 143,000; Full time

Job summary

M&T Bank Corporation is seeking a Wealth Advisory Services support professional in New York to assist Investment Advisors with client meetings, prepare portfolio letters, and coordinate investment recommendations. You will help maintain client relationships, ensure compliance with regulations, and support cross-functional teams in a fast-paced environment.

The role emphasizes understanding of stocks and bonds, strong communication, and customer focus, with collaboration across Private Client

Qualifications

• Bachelor’s degree or equivalent with 4 years of combined education/work experience
• Strong understanding of stocks and bonds
• Ability to read and interpret business periodicals, journals, and procedures
• Proficient PC skills with standard office software
• Excellent verbal and written communication and presentation abilities
• Strong customer focus and teamwork
• Bachelor's in Finance/Accounting/Economics preferred

Responsibilities

• Support Investment Advisor(s) in preparing for client meetings and provide ongoing support.
• Prepare portfolio recommendation letters and performance reviews for advisory and co‑trustee accounts.
• Coordinate AO activities and best-fit investment recommendations.
• Develop knowledge of bank resources to enhance client service and expand relationships.
• Participate in meetings and planning with Private Client Advisors and Relationship Managers.
• Identify risk-related issues and escalate where needed.
• Adhere to risk and regulatory standards and controls.

Skills

Communication skills

Teamwork

Verbal & written skills

Presentation skills

Customer focus

Education

Bachelor's degree or equivalent

Finance/Accounting/Economics degree (preferred)

Tools

Microsoft Office

Job description

M&T Bank Corporation is seeking a Wealth Advisory Services support professional in New York to assist Investment Advisors with client meetings, prepare portfolio letters, and coordinate investment recommendations. You will help maintain client relationships, ensure compliance with regulations, and support cross-functional teams in a fast-paced environment.

The role emphasizes understanding of stocks and bonds, strong communication, and customer focus, with collaboration across Private Client