Wealth Client Associate: Service & Relationship Growth

M&T Bank; Radnor (Delaware County); Sur place; USD 34 000 - 57 000; Plein temps

Résumé du poste

M&T Bank in Radnor, PA seeks a Wealth Management client service specialist to support daily banking needs, onboarding, and relationship maintenance. You will collaborate with Wealth Management teams to resolve routine issues and assist with sales initiatives, while staying current on bank policies and regulatory requirements.

The role emphasizes strong customer service, interpersonal and communication skills, with opportunities to contribute to client retention and expansion in a team-based

Qualifications

• Bachelor’s degree or equivalent work experience with customer service exposure.
• Strong customer service, interpersonal, and communication skills.
• Proficiency with PC software and basic banking systems.

Responsabilités

• Service daily wealth client needs including transfers and account maintenance.
• Resolve routine issues and help retain and expand client relationships.
• Open and onboard new client relationships and provide system guidance.
• Support sales initiatives and market-specific projects.
• Stay current with products, policies, and regulatory changes.
• Monitor reports for compliance and client experience issues.
• Adhere to risk and regulatory standards and escalate where needed.
• Contribute to a team environment and uphold M&T Bank brand.

Connaissances

Customer service

Interpersonal skills

Written & verbal communication

Organizational skills

PC proficiency

Formation

Bachelor’s degree

5 years higher education/work experience

Outils

CRM systems

Microsoft Office

Description du poste

M&T Bank in Radnor, PA seeks a Wealth Management client service specialist to support daily banking needs, onboarding, and relationship maintenance. You will collaborate with Wealth Management teams to resolve routine issues and assist with sales initiatives, while staying current on bank policies and regulatory requirements.

The role emphasizes strong customer service, interpersonal and communication skills, with opportunities to contribute to client retention and expansion in a team-based