Wealth Client Service Associate (Wealth Management)

Location: Boston, Massachusetts, United States of America

Salary: $26.23–$43.71 hourly (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, account maintenance, and routine problem resolution.
• Open and onboard new client relationships by introducing clients to systems and confirming delivery of required information and materials.
• Build and maintain relationships with clients, Wealth Management colleagues, and internal business partners.
• Provide sales support for market-specific projects, including event coordination, process improvement, and sales initiatives.
• Review daily department reports and resolve issues in accordance with operational, security, audit, risk, and regulatory procedures.
• Escalate risk-related issues and support the timely implementation of internal and external audit requirements.

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 financial services client service experience.
• Strong customer service, interpersonal, verbal, written communication, and organizational skills.
• Proficiency with personal computers and word processing, spreadsheet, and presentation software.
• Ability to apply independent judgment, take ownership of operational problems, and work with clients and internal stakeholders.
• Ability to follow risk, regulatory, operational, security, and audit controls.

Nice to have

• At least 3 years of private banking, wealth management, commercial banking, and/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

• Full-time employment within Wealth Management.
• Work supports client relationship retention and expansion through operational service and sales enablement.
• Responsibilities include maintaining a belonging-oriented environment aligned with the M&T Bank brand.
• Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.