Wealth Client Associate (Wealth Management)

Location: Radnor, Pennsylvania, United States of America

Salary: $24.87–$41.45 per hour (USD)

Company

M&T Bank provides banking and wealth management services for high-net-worth and ultra-high-net-worth clients.

What you will do

• Service daily client transactions, including overdrafts, account delinquencies, wire transfers, book transfers, and account maintenance.
• Resolve routine operational and service issues using independent judgment and escalate risk-related matters when needed.
• Open and onboard new client relationships, helping clients access systems, information, and required materials.
• Build and maintain relationships with clients, Wealth Management colleagues, and internal business partners.
• Support market-specific sales initiatives, event coordination, and process improvement projects.
• Review department reports and follow operational, security, audit, risk, and regulatory controls.

Requirements

• Bachelor’s degree and at least 1 year of financial services client service experience, or a combination of at least 5 years of higher education and/or work experience including 1 year of relevant experience.
• Strong customer service, interpersonal, verbal, written communication, and organizational skills.
• Proficiency with personal computers and word processing, spreadsheet, and presentation software.
• Ability to follow banking policies, procedures, security standards, audit requirements, and regulatory controls.

Nice to have

• At least 3 years of private banking, wealth management, commercial banking, or branch experience.
• Knowledge of retail and commercial banking systems and private banking products and services.
• Trust experience and the ability to work independently and in a team-based environment.

Culture & Benefits

• Work within a Wealth Management operating model focused on client retention, relationship expansion, and access to tailored resources.
• Support an environment that promotes belonging and reflects the M&T Bank brand.
• Compensation is market-informed and determined by the candidate’s knowledge, skills, and experience within the stated pay range.