Wealth Client Associate
About this role
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
Location
Wilmington, Delaware, United States of AmericaFrequently Asked Questions
What is the salary for the Wealth Client Associate role at mtb?
Where is the Wealth Client Associate position at mtb located?
Is the Wealth Client Associate role at mtb full-time or part-time?
Which team or department does the Wealth Client Associate at mtb belong to?
How do I apply for the Wealth Client Associate position at mtb?
When was the Wealth Client Associate job at mtb posted?
You'll be redirected to mtb's official application page on Workday.