Wealth Client Service Team Lead
Overview: Leadsthe Client Associate teamand/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. Setsand enforcesClient Associate team standards. Primary Responsibilities:
- Leadthe activities of the Client Associate function and/or a team of Client Associates. Set short-termpriorities and instill a client-centric mentality to support generation of new salesrevenue through client acquisition and expansion of existing clients.
- Establish procedures and oversee account opening process to support the effective and timelyfunding of new business and a positive initialclient onboarding experience.
- Communicate effectively with the client facing team within the market.
- Monitor client service activities and/or Client Associates and ensure timelycompletion of work.
- Work with team members in the setting of goals and annual performance expectations, career development, and providing on going and constructive feedback, coaching and training to ensure the performance standards of the client service function are met or exceeded.
- Support the generation of new salesrevenue through client acquisition and expansion of existing clients.
- Trainand/or onboard newand/or less experienced Client Associates.
- Monitor overall client experience to ensure superior client satisfaction.
- Provide Market leadership support on department/market -specific initiatives.
Exercise usualauthority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance managementand terminations.
Understand and adhere to the Company’s risk and regulatory standards, policiesand controls in accordance withthe Company’s Risk Appetite. Design, implement, maintainand enhance internal controls to mitigate risk on an ongoing basis. Identifyrisk-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 timelyimplementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities:
The position leadsa Client Associate team and plays a leadership role in coordinating client service activities on behalf of the sales teamand/or market. The position is responsible fordeterminingefficient workflows, policies,and procedures for the required duties of the Client Associate Team, includingaccount opening, transactions for cash and asset transfers, and other duties as needed to effectively work with internal partners to ensure a superiorclient experience.The position ensuresthe highest level of client satisfaction and efficiency of the team in working with clients and internal colleagues.
Managerial/Supervisory Responsibility:
No. of Staff - 5- 7in one geographic location with Regional Manager,with 15-20 in multiple geographic locations across multiple states
Education and Experience Required:
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/orfiduciary experience working with high net worth clients
Minimum of 1years’work leadership and/or supervisory experience
Education and Experience Preferred:
MBA (Master’s in Business Administration) or JD (Juris Doctorate)
CFP (Certified Financial Planner)
CTFA (Certified Trust & Financial Advisor)
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $74,600.00 - $124,400.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.