Wealth Management Client Advisor

M&T Bank Corporation; Wilmington (DE); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank Corporation in Wilmington, DE is seeking client service professionals for wealth management. You will service daily wealth client needs, resolve issues, onboard new relationships, and maintain strong client rapport with internal partners while supporting market initiatives.

The role emphasizes client-focused service, compliance with policies, excellent communication, and teamwork within a private banking context.

Qualifications

• Bachelor’s degree and a minimum of 1 year’s financial services client service experience, or a combined minimum of 5 years’ higher education and/or work experience including client service.
• Strong customer service skills and interpersonal skills.
• Strong verbal and written communication skills.
• Strong organizational skills and proficiency with PC office software.
• Experience in private banking or wealth management preferred.

Responsibilities

• Service daily transaction needs for wealth clients including problem resolution, overdrafts, wire transfers, book transfers, and account maintenance.
• Open and onboard new client relationships and ensure clients have necessary information.
• Build and maintain strong client relationships with Wealth Management team and internal partners.
• Provide sales support for market-specific projects, events, process improvements and initiatives.
• Stay current on products, policies, procedures and regulatory developments affecting clients.

Skills

Customer service

Interpersonal skills

Communication

Organization

PC skills

Education

Bachelor’s degree

Job description

M&T Bank Corporation in Wilmington, DE is seeking client service professionals for wealth management. You will service daily wealth client needs, resolve issues, onboard new relationships, and maintain strong client rapport with internal partners while supporting market initiatives.

The role emphasizes client-focused service, compliance with policies, excellent communication, and teamwork within a private banking context.