Wealth Client Services Specialist

M&T Bank; Boston (MA); On-site; USD 36,134 - 60,214; Full time

Job summary

M&T Bank in Boston is seeking a client service professional to support Wealth Management teams in servicing and enabling relationships with high net worth clients. You will resolve routine service issues, onboard new clients, and maintain strong relationships through daily interactions with clients and internal partners.

You will also provide sales support for market projects and stay updated on product, policy, and regulatory changes affecting clients and the bank.

Qualifications

• Bachelor’s degree and a minimum of 1 year financial services client service experience, or 5 years of combined education/work experience with 1 year in financial services.

Responsibilities

• Resolve routine service issues to exceed client expectations and retain relationships.
• Open and onboard new client relationships with systems and materials.
• Build strong client relationships through daily interactions with clients and Wealth Management teams.
• Provide sales support for market-specific projects and initiatives.
• Stay current on products, policies, and regulatory developments.

Skills

Strong customer service

Interpersonal skills

Verbal and written communication

Organizational skills

Education

Bachelor’s degree

Financial services experience

Tools

PC literacy

Job description

M&T Bank in Boston is seeking a client service professional to support Wealth Management teams in servicing and enabling relationships with high net worth clients. You will resolve routine service issues, onboard new clients, and maintain strong relationships through daily interactions with clients and internal partners.

You will also provide sales support for market projects and stay updated on product, policy, and regulatory changes affecting clients and the bank.