Wealth Client Experience Specialist

M&T Bank Corporation; Boston (MA); On-site; USD 54,550 - 90,917; Full time

Benefits offered by this job

Medical benefits

Retirement plans

Volunteer time

Job summary

M&T Bank is seeking a Wealth Management client services professional to support daily wealth client transactions and onboarding in Boston. You will resolve issues, maintain relationships, and collaborate with the Wealth Management team to deliver tailored resources and solutions.

The role emphasizes strong communication, organizational skills, and a commitment to excellent service as the bank expands its private banking and UHNW client relationships.

Qualifications

• Bachelor’s degree and minimum 1 year of financial services client service experience, OR 5 years of higher education/work experience with at least 1 year in financial services client service.
• Strong customer service, interpersonal, verbal and written communication, and organizational skills.
• Proficiency with personal computers and common productivity software (word processing, spreadsheets, presentations).

Responsibilities

• Service the daily transaction needs of wealth clients, including problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance.
• Apply sound judgment and take ownership over operational problems resulting from direct client interaction or through the Client Team.
• Resolve routine service issues to exceed client expectations and support retention and expansion.
• Open and onboard new client relationships, acclimating clients to systems and confirming receipt of necessary information.
• Build, manage, and maintain strong client relationships through daily interactions with clients, the Wealth Management team, and internal partners.
• Provide sales support for market‑specific special projects such as event coordination, process improvement, and sales initiatives.
• Maintain current knowledge of products, services, policies, procedures, regulations, and external developments that may affect the client and bank.
• Review daily department reports to ensure compliance with operations, security, audit procedures, and client experience standards.
• Collaborate with internal control teams to implement audit points and regulatory issues.
• Complete other related duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organizational skills

PC proficiency

Productivity software

Education

Bachelor’s degree

1 year financial services client service

5 years higher education/work experience

Tools

None

Job description

M&T Bank is seeking a Wealth Management client services professional to support daily wealth client transactions and onboarding in Boston. You will resolve issues, maintain relationships, and collaborate with the Wealth Management team to deliver tailored resources and solutions.

The role emphasizes strong communication, organizational skills, and a commitment to excellent service as the bank expands its private banking and UHNW client relationships.