Wealth Client Service Associate

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

Overview

Supports servicing and related sales enablement activities to drive new client relationships and deepen existing HNW and UHNW client relationships in Wealth Management. Partners with stakeholders to ensure clients have access to all resources and solutions based on their individual needs. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy.

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.

Education and Experience Required

• 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).

Education and Experience Preferred

• Minimum 3 years private banking, wealth management, commercial banking, or branch experience.
• Exposure to and knowledge of the bank’s retail and commercial banking systems.
• Knowledge of private banking products and services; Trust experience.
• Ability to work independently and in a team‑based environment.

Compensation

Hourly rate ranging from $26.23 to $43.71 USD, dependent on knowledge, skills, and experience.

Location

Boston, Massachusetts, United States of America.

Benefits

Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time per year.

Equal Opportunity Statement

M&T Bank is unwavering in providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, marital status, sexual orientation, genetic information, or any other characteristic protected under applicable laws.