Wealth Senior Client Associate

Location: Radnor, Pennsylvania, United States of America

Salary: $68,400–$114,000 annual (USD)

Company

M&T Bank provides banking and wealth management services.

What you will do

• Build and maintain relationships with High Net Worth and Ultra-High Net Worth clients, Wealth Management colleagues, and internal business partners.
• Open new accounts, collect AML, BSA, and KYC documentation, and process related sales reports.
• Process complex client transactions, including cash disbursements, money movement, account maintenance, escalations, and problem resolution.
• Review daily reports for operational, security, audit, and regulatory compliance, and resolve identified issues.
• Use product, policy, and process knowledge to resolve complex service issues and identify efficiency improvements.
• Support market-specific projects, including event coordination, process improvement, and sales initiatives.

Requirements

• Bachelor's degree and at least 2 years of financial services client service experience, or a combination of at least 6 years of higher education and/or work experience including 2 years 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.
• Experience sharing knowledge and skills with team members.
• Ability to follow risk, regulatory, security, audit, and internal control standards.
• Ability to work in Radnor, Pennsylvania, United States of America.

Nice to have

• CFP and/or CTFA certification.
• Knowledge of retail and commercial banking systems.
• Knowledge of Private Banking products and services.
• Trust experience.
• Ability to work independently and in a team-based environment.

Culture & Benefits

• Direct employment with market-informed compensation.
• Work focused on client service, belonging, risk management, and regulatory standards.
• Opportunity to guide less experienced team members and contribute to process improvements.