Wealth Management Client Services Specialist

M&T Bank Corporation; Boston (MA); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Volunteer time

Job summary

M&T Bank Corporation in Boston, MA seeks a Wealth Management Client Service Associate to support daily wealth client transactions, onboarding new relationships, and maintaining strong client connections. You will resolve routine service issues, collaborate with Wealth Management teams, and assist with sales enablement initiatives.

The role emphasizes adherence to policies, risk controls, and ongoing product knowledge, with competitive benefits and an inclusive work culture.

Qualifications

• Bachelor’s degree or equivalent required, financial services experience preferred.
• Minimum 1 year of financial services client service experience, or 5 years total education/work.
• Strong customer service and communication skills; organized and tech-proficient.

Responsibilities

• Service daily wealth client transactions including issues, overdrafts, wires, and account maintenance.
• Apply independent judgment to resolve operational client issues.
• Resolve routine service issues to retain and grow client relationships.
• Open and onboard new client relationships; educate on systems and materials.
• Build and maintain strong client relationships with Wealth Management teams.
• Provide sales support for market-specific projects and initiatives.
• Stay updated on products, policies, and regulatory developments affecting clients.
• Review daily department reports for compliance and positive client experience.
• Follow procedures to resolve issues identified in reports.
• Adhere to risk and regulatory standards and escalate issues when needed.
• Promote an inclusive environment aligned with M&T Bank brand.
• Maintain internal control standards and address audit findings.
• Perform other related duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal and written communication

Organizational skills

Computer proficiency

Education

Bachelor's degree or equivalent

5 years education/work experience with 1 year in financial services

Job description

M&T Bank Corporation in Boston, MA seeks a Wealth Management Client Service Associate to support daily wealth client transactions, onboarding new relationships, and maintaining strong client connections. You will resolve routine service issues, collaborate with Wealth Management teams, and assist with sales enablement initiatives.

The role emphasizes adherence to policies, risk controls, and ongoing product knowledge, with competitive benefits and an inclusive work culture.