Wealth Senior Client Associate (Finance)

Location: New York, New York, United States of America

Salary: $75,900–$126,500 annual (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

• Build and maintain client relationships while supporting client acquisition, retention, and expansion.
• Open new accounts and collect AML, BSA, and KYC requirements.
• Process complex transactions, including cash disbursements, money movement, account maintenance, escalations, and problem resolution.
• Review department reports for operational, security, audit, and regulatory compliance.
• Resolve complex service issues, identify process improvements, and support Wealth Advisors and internal business partners.
• Provide sales support for market-specific projects, event coordination, process improvements, and sales initiatives.

Requirements

• Bachelor’s degree and at least 2 years of financial services client service experience, or a combined minimum of 6 years of higher education and/or work experience including 2 years of relevant experience.
• Strong customer service, interpersonal, verbal, 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 follow risk, regulatory, operational, security, audit, and internal control standards.

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 supports the M&T Bank brand and an environment focused on belonging.
• Compensation is determined by the successful candidate’s knowledge, skills, and experience within the stated annual pay range.
• Responsibilities include maintaining internal control standards and implementing audit and regulatory findings.