Wealth Senior Client Associate (Private Banking)

Location: New York, New York, United States; hybrid schedule with four days in the office and travel and work at the Hauppauge, NY office two days per month.

Salary: $75,900–$126,500 annual USD.

Company

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

What you will do

• Build and maintain client relationships and support the acquisition, retention, and expansion of HNW and UHNW relationships.
• Open new accounts, collect AML, BSA, and KYC documentation, and process related sales reports.
• Handle complex transactions, including cash disbursements, money movement, account maintenance, escalations, and problem resolution.
• Review department reports and follow operational, security, audit, risk, and regulatory procedures.
• Identify process improvements and provide sales support for market-specific initiatives, events, and projects.
• Share knowledge with less experienced team members and support Wealth Advisors and internal business partners.

Requirements

• Bachelor’s degree and at least two years of financial services client service experience, or a combined minimum of six years of higher education and/or work experience including two years of relevant experience.
• Strong customer service, interpersonal, verbal and written communication, and organizational skills.
• Proficiency with personal computers and word processing, spreadsheet, and presentation software.
• Experience sharing knowledge and skills with team members.
• Ability to work four days in the office and travel to the Hauppauge, NY office two days per month.

Nice to have

• CFP and/or CTFA certification.
• Knowledge of retail and commercial banking systems, private banking products and services, or trust operations.
• Ability to work independently and in a team-based environment.

Culture & Benefits

• Work within a Wealth Management operating model focused on client service and relationship development.
• Follow established risk, regulatory, security, audit, and internal control standards.
• Support a workplace environment that reflects the M&T Bank brand and promotes belonging.
• Compensation is market-informed and based on the successful candidate’s knowledge, skills, and experience.