Wealth Management Client Relations Associate

M&T Bank; Boston (MA); On-site; USD 36,000 - 61,000; Full time

Job summary

M&T Bank in Boston seeks a Wealth Management Client Service Associate to support daily wealth client transactions and high‑touch service. You will resolve routine issues, onboard new relationships, and collaborate with Wealth Management teams to deepen client relationships.

The role emphasizes strong communication, organization, and knowledge of private banking products. A proactive, client‑focused approach is essential to success in a fast‑paced environment.

Qualifications

• Bachelor's degree or equivalent; strong customer service and interpersonal skills.
• Excellent verbal and written communication, organizational skills and attention to detail.
• Proficiency with personal computers and standard office software (Word, Excel, PowerPoint).

Responsibilities

• Service the daily transaction needs of wealth clients, resolving issues and handling wire transfers, account maintenance, and related tasks to ensure timely client satisfaction.
• Own routine service problems and escalate when needed to exceed client expectations and retain relationships.
• Open and onboard new client relationships, guiding clients through systems and ensuring they receive all necessary information.
• Build and maintain strong client relationships through daily interactions with clients, Wealth Management team and internal partners.
• Provide sales support on market-specific projects, events, process improvements, and sales initiatives.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Organizational skills

PC literacy

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

M&T Bank in Boston seeks a Wealth Management Client Service Associate to support daily wealth client transactions and high‑touch service. You will resolve routine issues, onboard new relationships, and collaborate with Wealth Management teams to deepen client relationships.

The role emphasizes strong communication, organization, and knowledge of private banking products. A proactive, client‑focused approach is essential to success in a fast‑paced environment.