Wealth Client Service Associate

M&T Bank Corporation; Wilmington (DE); On-site; USD 34,260 - 57,101; Full time

Job summary

M&T Bank Corporation is seeking a Client Service Representative to support servicing and sales enablement activities in Wealth Management. This role involves addressing client needs promptly, building strong relationships, and providing sales support for various initiatives.

The ideal candidate has a Bachelor’s degree, strong customer service skills, and at least one year of experience in financial services. Compensation ranges from $24.87 to $41.45 hourly and the position is located in Wilmington, Delaware.

Qualifications

• Bachelor’s degree and a minimum of 1 year of financial services client service experience.
• Strong customer service and interpersonal skills.
• Proficiency in word processing, spreadsheet, and presentation software.

Responsibilities

• Service the daily transaction needs of wealth clients.
• Build and maintain strong client relationships.
• Resolve routine service issues to exceed client expectations.

Skills

Strong customer service skills

Strong interpersonal skills

Strong verbal and written communication skills

Strong organizational skills

Proficiency with personal computers

Education

Bachelor’s degree

Minimum of 1 year of financial services client service experience

Job description

Overview

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra‑High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. 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. Resolves the more routine service issues within the team.

Primary Responsibilities

• Service the daily transaction needs of wealth clients, including problem resolution, overdrafts, account delinquency, wire transfers, book transfers, and account maintenance to ensure they are addressed promptly and to client satisfaction.
• Apply sound, independent judgment and take ownership over operational problems resulting from direct interaction with clients or obtained from the Client Team.
• Resolve routine service issues with the goal of exceeding client expectations and retaining and expanding client relationships.
• Open and onboard new client relationships by acclimating clients to systems and confirming receipt of all necessary information and materials.
• Build, manage, and maintain strong client relationships through daily interactions with clients, the Wealth Management team, and internal business partners to contribute to retention and expansion of existing relationships.
• Provide sales support for market‑specific special projects, such as event coordination, process improvement, and sales initiatives.
• Remain current on products and services, internal policies and procedures, and external developments—including regulations—that may affect the client and the Bank.
• Review daily department reports to ensure compliance with operation, security, and audit procedures and a positive client experience.
• Follow established procedures when a report review identifies an issue and ensure it is resolved.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
• Identify risk‑related issues needing escalation to management.
• Promote a culture that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points and any issues raised by external regulators.
• Complete other related duties as assigned.

Education and Experience Required

• Bachelor’s degree and a minimum of 1 year of financial services client service experience, or in lieu of a degree, a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of financial services client service experience.
• Strong customer service skills.
• Strong interpersonal skills.
• Strong verbal and written communication skills.
• Strong organizational skills.
• Proficiency with personal computers as well as word processing, spreadsheet, and presentation software.

Education and Experience Preferred

• Minimum of 3 years of private banking, wealth management, commercial banking, and/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.

Pay & Location

Location: Wilmington, Delaware, United States of America.
Pay range: $24.87 – $41.45 hourly (USD).

Equal Employment Opportunity

M&T Bank is unwavering when it comes to 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, military status, marital status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state, or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.