Wealth Client Experience Lead

mtb; North Palm Beach (FL); On-site; USD 75,000 - 124,000; Full time

Job summary

M&T Bank in North Palm Beach, Florida seeks a leader to manage the Client Associate team and drive client service excellence within the Wealth market. The role focuses on coordinating client service activities for the sales team, overseeing onboarding, and maintaining high standards of client satisfaction.

The position requires a Bachelor's degree with 3+ years in investment/trust/fiduciary work and at least 1 year of supervisory experience; MBA/JD/CFP/CTFA certifications are preferred.

Qualifications

• Bachelor's degree and a minimum of 3 years' investment, trust and/or fiduciary experience working with high net worth clients
• Minimum of 1 year of work leadership and/or supervisory experience
• MBA (Master's in Business Administration) or JD (Juris Doctorate) and/or CFP/CTFA certifications are preferred

Responsibilities

• Lead the activities of the Client Associate function and/or a team of Client Associates.
• Set short-term priorities and instill a client-centric mentality to support generation of new sales revenue through client acquisition and expansion of existing clients.
• Establish procedures and oversee account opening process to support the funding of new business and onboarding experience.
• Communicate effectively with the client facing team within the market.
• Monitor client service activities and ensure timely completion of work.
• Provide coaching and training to ensure performance standards of the client service function are met or exceeded.
• Support revenue growth through client acquisition and expansion.
• Train and onboard new and less experienced Client Associates.
• Monitor overall client experience to ensure superior client satisfaction.
• Provide Market leadership support on department/market-specific initiatives.

Skills

Leadership

Client service

Education

Bachelor's degree + 3+ years investment/trust/fiduciary experience

MBA or JD or CFP/CTFA certifications

Job description

M&T Bank in North Palm Beach, Florida seeks a leader to manage the Client Associate team and drive client service excellence within the Wealth market. The role focuses on coordinating client service activities for the sales team, overseeing onboarding, and maintaining high standards of client satisfaction.

The position requires a Bachelor's degree with 3+ years in investment/trust/fiduciary work and at least 1 year of supervisory experience; MBA/JD/CFP/CTFA certifications are preferred.