Wealth Management Client Services Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-26
Listing for:
mtb
Full Time
position Listed on 2026-08-26
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
M&T Bank in Boston, MA seeks a Wealth Management Client Service professional to service daily wealth client transactions, onboard new clients, and support sales initiatives. The role requires strong customer service, interpersonal and communication skills and the ability to work with internal partners to retain and expand client relationships.
You will stay informed about relevant products, policies and regulations, maintain client satisfaction, and ensure compliance through routine reporting
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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