Wealth Management Client Advisor

Wilmington Trust; Boston (MA); On-site; USD 36,000 - 61,000; Full time

Job summary

M&T Bank in Boston, MA is seeking a Wealth Management client service professional to support daily transactional needs and onboarding of new clients. You will resolve routine service issues, build strong client relationships, and assist with sales support for market projects.

Ideal candidates will have a Bachelor’s degree (or equivalent experience) and strong communication skills, with proficiency in standard office software.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Strong customer service and communication skills are essential.
• Proficiency with personal computers and standard office software.

Responsibilities

• Service daily transaction needs of wealth clients including problem resolution, overdrafts, wire transfers, and account maintenance.
• Resolve routine service issues with the goal of exceeding client expectations and retaining relationships.
• Open and onboard new client relationships and acclimate clients to systems and materials.
• Build and maintain strong client relationships with clients, Wealth Management team, and internal partners.
• Provide sales support for market-specific projects and initiatives.
• Stay current on products, policies, regulations, and external developments affecting clients and bank.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organizational skills

Computer proficiency

Education

Bachelor’s degree or equivalent experience

Job description

M&T Bank in Boston, MA is seeking a Wealth Management client service professional to support daily transactional needs and onboarding of new clients. You will resolve routine service issues, build strong client relationships, and assist with sales support for market projects.

Ideal candidates will have a Bachelor’s degree (or equivalent experience) and strong communication skills, with proficiency in standard office software.