Wealth Client Associate: Build Relationships & Solutions

M&T Bank Corporation; Wilmington (DE); On-site; USD 34,440 - 56,481; Full time

Job summary

M&T Bank Corporation in Wilmington, Delaware, is seeking a Wealth Management Client Service Associate to support daily wealth client transactions and onboarding, ensuring timely resolution of issues and strong client relationships.

The role requires strong customer service and communication skills, with a focus on accuracy, regulatory compliance, and collaboration with Wealth Management teams to deliver tailored solutions.

Qualifications

• Strong customer service, interpersonal, verbal and written communication, and organizational skills.

Responsibilities

• Service the daily transaction needs of wealth clients, including problem resolution and account maintenance.
• Apply sound, independent judgment and take ownership over operational problems from client interactions.
• Resolve routine service issues to exceed client expectations and retain and expand relationships.
• Open and onboard new client relationships with clients and materials.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Education

Bachelor’s degree or equivalent

Job description

M&T Bank Corporation in Wilmington, Delaware, is seeking a Wealth Management Client Service Associate to support daily wealth client transactions and onboarding, ensuring timely resolution of issues and strong client relationships.

The role requires strong customer service and communication skills, with a focus on accuracy, regulatory compliance, and collaboration with Wealth Management teams to deliver tailored solutions.