Wealth Client Service Associate

mtb· 701 Wilmington Trust Company
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📍 Wilmington, DEFull time💰 USD 25–41
Full timeOnsite Position701 Wilmington Trust Company

About this role

Overview
Support high-touch service and sales enablement for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Partner across the Wealth Management team to deliver an exceptional client experience, deepen relationships, and connect clients to the right solutions. Leverage operational and product expertise to execute on service strategy and resolve day-to-day client needs.

What You’ll Do:

  • Manage daily client transactions (wires, transfers, maintenance, overdrafts, delinquency) with accuracy and urgency

  • Resolve routine service issues independently, ensuring a seamless client experience

  • Open and onboard new client relationships; ensure clients are set up and informed

  • Build strong relationships with clients, advisors, and internal partners to support retention and growth

  • Provide sales support for market initiatives, events, and process improvements

  • Stay current on products, policies, and regulatory requirements

  • Review reports to ensure compliance, security, and service quality; escalate risks as needed

  • Adhere to risk, audit, and control standards


Education and Experience Required:
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, communication, and organizational skills

Proficiency with Microsoft Office (Excel, Word, PowerPoint)


Education and Experience Preferred:

3+ years in private banking, wealth management, commercial banking, or branch

Knowledge of banking systems and private banking products/services

Trust experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Wilmington, Delaware, United States of America

Frequently Asked Questions

What is the salary for the Wealth Client Service Associate role at mtb?
The listed salary for this Wealth Client Service Associate position at mtb is USD 25–41. This is an Full time role.
Where is the Wealth Client Service Associate position at mtb located?
This Wealth Client Service Associate role at mtb is based in Wilmington, DE. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Wealth Client Service Associate role at mtb full-time or part-time?
This is listed as a Full time position. It is posted as a Wealth Client Service Associate role in the 701 Wilmington Trust Company department at mtb.
Which team or department does the Wealth Client Service Associate at mtb belong to?
This Wealth Client Service Associate position is part of the 701 Wilmington Trust Company department at mtb. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth Client Service Associate position at mtb?
Click the "Apply Now" button on this page. You will be redirected to mtb's official application portal hosted on workday where you can submit your application directly.
Wealth Client Service Associate
mtb · 💰 USD 25–41
Apply for this role ↗

You'll be redirected to mtb's official application page on Workday.