Wealth Client Associate (Wealth Management)

Location: Wilmington, Delaware, United States of America

Salary: $24.87–$41.45 hourly (USD)

Company

M&T Bank's Wilmington Trust Wealth Management team supports high-net-worth and ultra-high-net-worth clients with investment, trust, banking, and financial planning services.

What you will do

• Serve as a primary point of contact for affluent clients, handling service requests and resolving issues promptly.
• Support onboarding and account-opening activities for new client relationships.
• Coordinate wire transfers, account maintenance, cash movement requests, and other servicing activities.
• Partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to meet client needs.
• Support relationship development, client events, special projects, and process improvement initiatives.

Requirements

• Bachelor's degree and at least 1 year of financial services client service experience, or an equivalent combination of higher education and work experience with at least 1 year of relevant client service experience.
• Strong customer service, interpersonal, verbal and written communication, and organizational skills.
• Ability to work independently and in a team-based environment.

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.

Culture & Benefits

• Full-time employment in a highly visible wealth management role.
• Exposure to investment, trust, banking, and financial planning services.
• Market-informed hourly compensation based on knowledge, skills, and experience.