Wilmington Trust
Wealth Senior Client Associate
New York, NY · Senior
Sponsorship not specified$76k-$127kDetected 23 days ago
SalesAuditingProcess ImprovementCustomer SupportCommunicationOrganizational SkillsInternal Audit
About the role
- Resolves more complex service issues within the team and provides guidance to less experienced team members.
- Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client.
- Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience.
Responsibilities
- Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
- Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
- 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.
- The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients.
Requirements
- Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software
- Utilize knowledge of products, services, internal policies, and procedures as well as external developments to resolve more complex issues and identify process improvements to improve the efficiency of the team.
Skills
- Strong customer service skills
- Strong interpersonal skills
- Strong verbal and written communication skills
- Strong organizational skills
- Experience sharing knowledge and skills with team members
Compensation
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
- The pay range for this position is $75,900.00 - $126,500.00 Annual (USD).
- The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Benefits
- The position shares their knowledge and experience with less experienced team members and helps identify process improvements to benefit the client experience.
- Education and Experience Required:
Company info
- Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
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This listing is sourced directly from Wilmington Trust's careers page and normalized into a canonical job model.