Client Advisory Associate - Family Office

Overview

Work independently, under general supervision, on dynamic client teams and with external clients and advisors. This position interacts with internal partners, client representatives, and client vendors. It supports financial data integration and reporting for ultra‑high net worth family office clients to assist with superior client service, better organizing and educating clients, and helping the team provide high‑level advice.

• Build, maintain, and enhance the virtual family office platform, including financial and planning structure integration, data aggregation, and consolidated reporting.
• Ensure accuracy and integrity of financial data through auditing and reconciliation.
• Maintain digital storage of client documents and support portal functionality.
• Support team and client training for effective use of the digital platform.
• Provide data and insights to investment advisors for foundational and complex investment analysis.
• Independently prepare customized financial reports tailored to family office relationships.
• Engage in effective verbal, written, and in‑person communication with clients, external advisors, and internal partners.
• Assist in the overall delivery of the virtual family office platform service.
• Support cutting‑edge knowledge initiatives and improve existing processes related to family offices.
• Assist in departmental projects and continuous process improvement initiatives.
• Adhere to the Company’s risk and regulatory standards, policies, and controls.
• 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 audit points and regulator requirements.
• Complete other related duties as assigned.

The position works independently under general supervision and interacts with internal partners, external custodians, external advisors, and clients.

• Bachelor’s degree in Accounting, Finance, or related field with significant accounting coursework and a minimum of 1 year of accounting, audit, and/or financial institution experience; or in lieu of a degree, a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of accounting, audit, and/or financial institution experience.
• Strong verbal and written communication skills.
• Strong analytical, critical thinking, and problem‑solving skills.
• Strong attention to detail and interpersonal skills.
• Knowledge and application of Generally Accepted Accounting Principles (GAAP).
• Excellent personal computer skills; thorough knowledge of accounting/financial software as well as spreadsheet, word processing, and database software.

• Minimum of 3 years of accounting, audit and/or financial experience.
• Master’s degree in Business Administration (MBA).
• Certified Public Accountant (CPA).
• Previous accounting work experience.

The pay range for this position is $59,500.00 - $99,100.00 Annual (USD).

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. M&T Bank Corporation has policies and procedures in place to promote a drug‑free workplace.