Wealth Management Client Services Associate

mtb; Boston (MA); On-site; USD 36,000 - 60,000; Full time

Job summary

M&T Bank in Boston, MA seeks a Wealth Management Client Service professional to service daily wealth client transactions, onboard new clients, and support sales initiatives. The role requires strong customer service, interpersonal and communication skills and the ability to work with internal partners to retain and expand client relationships.

You will stay informed about relevant products, policies and regulations, maintain client satisfaction, and ensure compliance through routine reporting

Qualifications

• Bachelor's degree or equivalent work experience.
• Strong customer service skills.
• Strong interpersonal, verbal and written communication.
• Strong organizational skills.
• Proficiency with PC software (Word, Excel, PowerPoint).

Responsibilities

• Service the daily transaction needs of wealth clients and resolve issues.
• Take ownership of operational problems from client interactions.
• Open and onboard new client relationships.
• Build and maintain strong client relationships with Wealth Management team.
• Provide sales support for market-specific projects and initiatives.
• Remain current on products, policies, procedures and regulations.
• Review daily reports to ensure compliance and positive client experience.
• Adhere to risk and regulatory standards and escalate issues as needed.
• Support internal controls and respond to audit findings.
• Complete other related duties as assigned.

Skills

Customer service

Interpersonal skills

Communication skills

Organizational skills

PC proficiency

Education

Bachelor's degree or equivalent experience

Tools

Banking systems

Job description

M&T Bank in Boston, MA seeks a Wealth Management Client Service professional to service daily wealth client transactions, onboard new clients, and support sales initiatives. The role requires strong customer service, interpersonal and communication skills and the ability to work with internal partners to retain and expand client relationships.

You will stay informed about relevant products, policies and regulations, maintain client satisfaction, and ensure compliance through routine reporting