Wealth Client Services Specialist

Wilmington Trust; Wilmington (DE); On-site; USD 34,000 - 57,000; Full time

Job summary

Wilmington Trust in Wilmington, Delaware is seeking a client service professional to support high-net-worth wealth clients with daily transactions, issue resolution, and onboarding of new relationships.

You will build and maintain strong client relationships, assist with sales initiatives, stay current on products and policies, and uphold risk, audit, and regulatory standards in a fast-paced wealth management environment.

Qualifications

• Bachelor's degree or higher required or equivalent experience.
• Minimum 1 year of financial services client service experience.
• Strong communication and client service skills.

Responsibilities

• Service daily wealth client transactions and resolve issues to satisfy clients.
• Open and onboard new client relationships and acclimate clients with systems.
• Build and maintain strong client relationships with Wealth Management team and partners.
• Provide sales support for market-specific projects and initiatives.
• Stay current on products, policies, and regulatory developments affecting clients and bank.
• Review daily reports for compliance, security, and client experience; escalate as needed.
• Adhere to risk and regulatory standards to protect the bank and clients.
• Promote the M&T Bank brand and client-centric culture.
• Maintain internal controls and address audit points with timely action.
• Perform other related duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organizational skills

PC proficiency

Education

Bachelor's degree

5+ years education/work experience

Tools

Microsoft Office

Job description

Wilmington Trust in Wilmington, Delaware is seeking a client service professional to support high-net-worth wealth clients with daily transactions, issue resolution, and onboarding of new relationships.

You will build and maintain strong client relationships, assist with sales initiatives, stay current on products and policies, and uphold risk, audit, and regulatory standards in a fast-paced wealth management environment.