Wealth Client Associate

Build Your Career in Wealth Management

Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.

This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.

Primary Responsibilities

• Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.
• Support onboarding and account opening activities for new client relationships.
• Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.
• Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.
• Collaborate with internal teams to ensure client needs are met efficiently and accurately.
• Participate in special projects, client events, and process improvement initiatives that support business growth.

Education and Experience Required

Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience

Strong customer service skills

Strong interpersonal skills

Strong verbal and written communication skills

Strong organizational skills

Education and Experience Preferred

Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience

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

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America