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Wealth Client Administrator II

at M & T Bank in Wilmington, Delaware, United States

Job Description

Overview:

Responsible for providing transactional operational and administrative sales support to both internal and external clients as part of the internal client service team. Complete daily service management tasks in support of maintaining relationships.

Primary Responsibilities:

+ Supports the client team to process workflow tasks in a timely manner and to provide a high level of internal and external client service

+ Provides superior service through routine client communication with clients and their advisors over telephone, email and fax

+ Responsible for opening new accounts and processing sales reports through WTBPM

+ Processes routine client transactions such as cash disbursements and account maintenance requests (i.e. coding updates, address changes) and other transactions as requested.

+ Files correspondence and other internal documentation in database

+ Monitors and assists in covering overdrafts

+ Initiates callbacks to clients

+ Assists in facilitating requests for discretionary distributions from Trusts, and Trust terminations

+ 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.

+ Promote an environment that supports diversity 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.

Scope of Responsibilities:

Provides entry level support to the Wealth client team to process workflow tasks in timely manner and to provide a high level of service and satisfaction. Handles routine communication with clients and their advisors over telephone, email and fax.

Education and Experience Required:

Associate’s degree and a minimum of 1 year investment, trust or fiduciary experience working with high net worth clients, or in lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience, including a minimum of 1 year investment, trust or fiduciary experience working with high net worth clients

Education and Experience Preferred:

Bachelor’s Degree

CFP (Certified Financial Planner)

CTFA (Certified Trust & Financial Advisor)

Location

Wilmington, Delaware, United States of America

At M&T Bank, we make a difference in people’s lives. For more than 160 years, we’ve been providing our customers with guidance and financial solutions, leading our communities through challenges and growth opportunities, and empowering our employees to build purpose-driven careers.
Our talent and culture set us apart. Our core values drive the work we do – integrity, ownership, collaboration, curiosity, candor. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while supporting the growth and development of all team members. At M&T, we are a talent and people driven organization. Take a peek inside M&T’s Human Capital Report to learn how it feels to be one of our 17,000+ employees.
We are constantly renewing. Our future success relies on our ability to understand what’s important to our customers and use that understanding to build new and innovative customer experiences.
We support our employees every step of the way.

Competitive compensation
- Full medical & dental benefits, Heath Savings & Flexible Spending Accounts, and life/disability insurance
- Generous paid time off (PTO) plus 11 paid holidays and an option to buy additional PTO
- 401(k) match at 5% with options for Roth and discretionary employer contributions
- A deep commitment to equity, including 14 resource group charters, a D&I sponsorship program, 40 annual paid volunteer hours and more
- Various options for tuition assistance, paid parental leave, stock purchase, wellness and employee discounts

We need you. Are you ready to join us? Apply today to start the journey.
If you are unable to apply through this site due to technical issues, please contact us at careersitesupport@mtb.com for assistance.
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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Job Posting: JC192017295

Posted On: Sep 10, 2021

Updated On: Nov 10, 2021