Wealth Client Experience Manager

Wilmington Trust; Radnor (Delaware County); On-site; USD 3,426,000 - 5,710,000; Full time

Job summary

M&T Bank's Wealth Management division in Radnor, PA seeks a client service professional to support high net worth client relationships and enable sales initiatives. You will handle daily transactions, onboarding, and ongoing client interactions to ensure a superior client experience.

The role emphasizes knowledge of wealth products, regulatory awareness, and collaboration with internal teams to retain and expand client relationships.

Qualifications

• Bachelor’s degree and 1 year financial services client service experience, or 5 years combined education/experience including 1 year in financial services.
• Strong customer service, interpersonal, and communication skills.
• Proficiency with PC and MS Office suite.

Responsibilities

• Service daily wealth client transactions, resolving issues and guiding transfers to ensure timely, satisfactory outcomes.
• Open and onboard new client relationships, confirming access to information and materials.
• Build and maintain client relationships through daily interactions with clients and partners.
• Provide sales support for market-specific projects and initiatives.
• Stay current on products, policies, and regulatory developments affecting clients and the bank.
• Review reports for compliance and resolve issues per established procedures.

Skills

Customer service

Interpersonal skills

Verbal & written communication

Organization

PC proficiency

Education

Bachelor’s degree or 5 years combined education/experience

Tools

Microsoft Office

Job description

M&T Bank's Wealth Management division in Radnor, PA seeks a client service professional to support high net worth client relationships and enable sales initiatives. You will handle daily transactions, onboarding, and ongoing client interactions to ensure a superior client experience.

The role emphasizes knowledge of wealth products, regulatory awareness, and collaboration with internal teams to retain and expand client relationships.