Wilmington Trust · 2 months ago
Wealth Senior Client Service Associate
Paramus, NJ
Full-time
Onsite
Entry, Mid Level
$76K/yr - $126K/yr
2+ years expWilmington Trust is focused on driving new client relationships and retaining existing High Net Worth and Ultra-High Net Worth client relationships in Wealth Management. The Wealth Senior Client Service Associate will support servicing and sales enablement activities, ensuring clients have access to resources and solutions tailored to their needs.
Financial ServicesWealth Management
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
Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports
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. Follow established procedures when the report review identifies an issue to ensure it is resolved
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
Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives
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 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
Qualification
Required
Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software
Preferred
Experience sharing knowledge and skills with team members
CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification
Exposure to and knowledge of the Bank's retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment
Company
Wilmington Trust
Wilmington Trust is a financial institution that has wealth advisory for institutions and corporations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
E
Edward Moon
Senior Vice President
Lisa Roberts
SVP, Head of Wealth Management
Recent News
bloomberglaw.com
2026-01-16
Hartford Business Journal
2026-01-07
2025-11-04
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