Wealth Senior Client Associate

M&T Bank Corporation; Radnor (Delaware County); On-site; USD 68,000 - 114,000; Full time

Job summary

M&T Bank Corporation is seeking a client service professional for Wealth Management in Radnor, PA. You will support the Wealth Advisor and team, handling new accounts, AML/KYC, and complex client transactions to ensure excellent service for HNW and UHNW clients.

Your role emphasizes strong communication, organization, and collaboration to resolve issues and improve efficiency while upholding risk and regulatory standards.

Qualifications

• Bachelor’s degree and a minimum of 2 years’ financial service client service experience, or a combined minimum of 6 years’ higher education and/or work experience including 2+ yrs client service
• Strong customer service skills
• Strong verbal and written communication skills
• Strong organizational skills
• Proficiency with PCs and MS Office applications (word, Excel, PowerPoint)

Responsibilities

• Build, manage and maintain strong client relationships with Wealth Management team and partners to grow and retain HNW/UHNW clients
• Complete new account opening and AML/BSA/KYC requirements; process related sales reports
• Handle complex client transactions and resolve issues for timely, high-quality client service
• Monitor reports to ensure compliance and audit readiness; escalate when needed
• Identify process improvements to enhance team efficiency and client experience

Skills

Customer service

Interpersonal skills

Verbal & written communication

Organizational skills

PC skills

Team knowledge sharing

Education

Bachelor’s degree + 2+ yrs financial service client service OR 6 yrs higher ed/work exp incl. 2+ yrs client service

Tools

Microsoft Office

Job description

Overview

Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex service issues within the team and provides guidance to less experienced team members.

Primary Responsibilities: Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships. Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports. Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client. Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved. Utilize knowledge of products, services, internal policies, and procedures as well as external developments to resolve more complex issues and identify process improvements to improve the efficiency of the team. Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives. Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned.

Scope of Responsibilities

The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in their attraction and retention. The position shares their knowledge and experience with less experienced team members and helps identify process improvements to benefit the client experience.

Education and Experience Required

• Bachelor's degree and a minimum of 2 years’ financial service client service experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ financial service client service experience
• Strong customer service skills
• Strong interpersonal skills
• Strong verbal and written communication skills
• Strong organizational skills
• Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software
• Experience sharing knowledge and skills with team members

Education and Experience Preferred

• CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification
• Exposure to and knowledge of the Bank’s retail and commercial banking systems
• Knowledge of Private Banking products and services
• Trust experience
• Ability to work independently and in a team-based environment

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $68,400.00 - $114,000.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Radnor, Pennsylvania, United States of America

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities - combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.