Wealth Management Client Specialist

M&T Bank Corporation; Radnor (Delaware County); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank in Radnor, PA is seeking a Wealth Management support professional to service daily client transactions and onboard new relationships. You will liaise with Wealth Management teams to retain and expand high-net-worth clients while adhering to internal controls and regulatory requirements.

In this role you’ll provide sales support for market initiatives, stay updated on products and policies, and help ensure a superior client experience through timely issue resolution and strong

Qualifications

• Bachelor’s degree with 1+ year financial services client service experience.
• Strong customer service, interpersonal, and communication skills.
• Proficiency with PCs and office software.

Responsibilities

• Service daily wealth client transactions and resolve routine issues.
• Own operational problems from client interactions and requests.
• Open and onboard new client relationships.
• Build and maintain strong client relationships with Wealth Management teams.
• Provide sales support for market projects and initiatives.
• Stay current on products, policies, and regulations affecting clients.
• Review daily reports to ensure compliance and positive client experience.
• Escalate risk issues to management when needed.
• Support audit and regulatory controls and processes.
• Complete other duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal & written communication

Organizational skills

Computer skills

Office software

Education

Bachelor's degree

5+ years total education/experience

Tools

Banking systems

Job description

M&T Bank in Radnor, PA is seeking a Wealth Management support professional to service daily client transactions and onboard new relationships. You will liaise with Wealth Management teams to retain and expand high-net-worth clients while adhering to internal controls and regulatory requirements.

In this role you’ll provide sales support for market initiatives, stay updated on products and policies, and help ensure a superior client experience through timely issue resolution and strong