Wealth Management Associate

4 days ago

New York, New York, United States Wilmington Trust Full time
Job Summary

We are seeking a highly skilled and experienced Senior Wealth Client Associate to join our team at Wilmington Trust. As a key member of our Wealth Management team, you will play a critical role in supporting the development of new client relationships and the retention and expansion of existing client relationships.

Key Responsibilities
  • Build and maintain strong client relationships through daily interactions with clients, Wealth Management team members, and internal business partners.
  • Process new account openings, collect AML, BSA, and KYC requirements, and complete related sales reports.
  • Process complex client transactions, such as cash disbursements, money movement, account maintenance, problem resolution, and escalation.
  • Review daily department reports to ensure compliance with operational, security, and audit procedures, and identify areas for process improvement.
  • Utilize knowledge of products, services, internal policies, and procedures to resolve complex issues and identify opportunities for process improvement.
  • Provide sales support to the team for market-specific special projects, such as event coordination, process improvement, and sales initiatives.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls, and identify risk-related issues needing escalation to management.
  • Promote a culture that supports diversity and reflects the Wilmington Trust brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points, and address issues raised by external regulators.
Requirements
  • Bachelor's degree and a minimum of 2 years' financial service client service experience, or in lieu of a degree, a combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' financial service client service experience.
  • Strong customer service skills, strong interpersonal skills, strong verbal and written communication skills, and strong organizational skills.
  • Proficiency with personal computers and pertinent word processing, spreadsheet, and presentation software.
  • Experience sharing knowledge and skills with team members.
Preferred Qualifications
  • CFP (Certified Financial Planner) and/or CTFA (Certified Trust & Financial Advisor) certification.
  • 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.
Compensation

The pay range for this position is $74, $123,810.11 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

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