Wealth Client Associate

M&T Bank

Wilmington, Delaware, United States of America
Base: $24.87 - $41.45 hourly (usd); bonus/equity: ...
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1 years financial services client service experience
Bachelor's degree or equivalent combined experience
Strong verbal and written communication skills
** M&T Bank is seeking a Wealth Client Associate to support High Net Worth and Ultra-High Net Worth client relationships within their Wealth Management division in Wilmington, Delaware. The role focuses on servicing clients, resolving issues, and enhancing relationships to drive client retention and satisfaction. **

Job Summary

  • The role supports servicing and sales enablement activities to drive new client relationships and retain existing High Net Worth clients.
  • Responsibilities include resolving routine service issues, managing daily transactions like wire transfers, and onboarding new client relationships.
  • Candidates must adhere to risk and regulatory standards while promoting an environment that supports belonging within the M&T Bank brand.

Matching Summary

Match Score: 75

** M&T Bank is seeking a Wealth Client Associate to support High Net Worth and Ultra-High Net Worth client relationships within their Wealth Management division in Wilmington, Delaware. The role focuses on servicing clients, resolving issues, and enhancing relationships to drive client retention and satisfaction. **

Salary

Base: $24.87 - $41.45 Hourly (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 1 years financial services client service experience
  • Bachelor's degree or equivalent combined experience
  • Strong verbal and written communication skills

Nice-to-have

  • Private banking or wealth management exposure
  • Trust experience in financial services
  • Knowledge of retail and commercial banking systems

Key Requirements

  • Minimum 1 year financial services client service experience
  • Bachelor's degree required or 5 years combined education/work experience
  • Proficiency with word processing, spreadsheet, and presentation software

Work Rights

Not specified

Tailored Resume

Cover Letter