Wealth Client Service Team Lead

Overview

Leads the Client Associate team and/or function in an assigned Wealth market. Supports the Wealth client experience and sales model by providing superior client service to both internal and external clients. Sets and enforces Client Associate team standards.

Lead the activities of the Client Associate function and/or a team of Client Associates. Set short‑term priorities and foster a client‑centric mentality to support the generation of new sales revenue through client acquisition and expansion of existing clients. Establish procedures and oversee the account opening process to support effective and timely funding of new business and a positive initial client onboarding experience.

Communicate effectively with the client‑facing team within the market. Monitor client service activities and ensure timely completion of work. Work with team members on the setting of goals, annual performance expectations, career development, and providing ongoing constructive feedback, coaching, and training to satisfy performance standards. Support new sales revenue generation, train and onboard new or less experienced Client Associates, monitor overall client experience, and provide market‑level support for department/market‑specific initiatives.

Exercise managerial authority concerning staffing, performance appraisals, promotions, salary recommendations, performance management, and terminations. Understand and adhere to the company’s risk and regulatory standards, design, implement, maintain, and enhance internal controls, and identify risk‑related issues requiring escalation to management. Promote a diverse environment that reflects the M&T Bank brand and maintain internal control standards, including timely implementation of audit points and any regulatory issues.

Complete other related duties as assigned.

The position leads a Client Associate team and coordinates client service activities on behalf of the sales team or market. It determines efficient workflows, policies, and procedures for account opening, cash and asset transfer transactions, and other duties to ensure a superior client experience. The role ensures the highest level of client satisfaction and team efficiency in working with internal partners.

No. of Staff – 5–7 in one geographic location with a Regional Manager, and 15–20 in multiple locations across multiple states.

Bachelor's degree and a minimum of 3 years’ investment, trust and/or fiduciary experience working with high net worth clients, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ investment, trust and/or fiduciary experience with high net worth clients. Minimum of 1 year’s leadership and/or supervisory experience.

MBA (Master’s in Business Administration) or JD (Juris Doctorate), CFP (Certified Financial Planner), CTFA (Certified Trust & Financial Advisor).

$86,600.00 – $ Annual (USD).

Boston, Massachusetts, United States of America

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.