Wealth Client Associate: Service & Growth

M&T Bank; Boston (MA); On-site; USD 75,435,000 - 125,247,000; Full time

Job summary

M&T Bank in Boston is seeking a Wealth Management operations associate to support high-net-worth client service and sales enablement. You will handle daily transactions, resolve routine issues, onboard new clients, and partner with Wealth Management teams to ensure clients have access to all resources and solutions.

The role emphasizes building lasting relationships, delivering compliant service, and contributing to process improvements on market-specific projects.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Minimum 1 year of financial services client service experience.
• Strong customer service and communication skills.

Responsibilities

• Serve daily transaction needs of wealth clients, resolving issues promptly.
• Open and onboard new client relationships with proper documentation.
• Build and maintain strong client relationships with Wealth Management teams.
• Provide sales support for market-specific projects and initiatives.
• Stay current on products, policies, procedures and regulatory developments.
• Review reports to ensure compliance with operation, security and audit controls.
• Follow risk and regulatory standards and escalate issues as needed.

Skills

Customer service

Interpersonal skills

Communication

Organizational skills

PC proficiency

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

M&T Bank in Boston is seeking a Wealth Management operations associate to support high-net-worth client service and sales enablement. You will handle daily transactions, resolve routine issues, onboard new clients, and partner with Wealth Management teams to ensure clients have access to all resources and solutions.

The role emphasizes building lasting relationships, delivering compliant service, and contributing to process improvements on market-specific projects.