Wealth Client Service Associate

About the role

Serves as a liaison between clients and the Wealth Management team to facilitate the delivery of high-quality client service.

Responsibilities

• Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing HNW and UHNW client relationships.
• Delivers on the Client Service Value Proposition by partnering and communicating with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation.
• Utilizes operational, technical, and functional expertise to support the execution of policies and procedures that align with all aspects of Wealth Management sales and service strategy.
• Resolves the more routine service issues within the team to exceed client expectations and contribute to the retention and expansion of existing client relationships.
• Open and onboard new client relationships by getting clients acclimated with our systems and confirming the client has received all necessary information and materials.
• Build, manage, and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners.
• Provide sales support to the team for market-specific special projects, such as event coordination, process improvement, and sales initiatives.
• Remain current on products and services, internal policies and procedures, and external developments, including regulations, which may affect the client and the Bank.
• Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience.
• Follow established procedures when the report review identifies an issue to ensure it is resolved.
• Identify risk-related issues needing escalation to management and promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Requirements

• Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience.
• Strong customer service skills, interpersonal skills, verbal and written communication skills, and organizational skills.
• Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software.

Qualifications

• Minimum of 3 years’ private banking, wealth management, commercial banking, and/or branch experience.
• Exposure to and knowledge of the Bank’s retail and commercial banking systems.
• Knowledge of Private Banking products and services and Trust experience.
• Ability to work independently and in a team-based environment.

Skills

• Operational, technical, and functional expertise.
• Customer service and interpersonal skills.
• Verbal and written communication skills.
• Organizational skills.
• Computer proficiency.

Benefits

M&T Bank offers a comprehensive benefits package that includes health insurance, retirement plans, and paid time off.

Pay

The pay range for this position is $26.23 - $43.71 Hourly (USD).

Schedule

The schedule for this position is typically full-time.