Private Client Advisory Services Associate II
Location: Wilmington, Delaware
Description: M & T Bank is in need of Private Client Advisory Services Associate II right now, this occupation will be placed in Delaware. For detail informations about this occupation opportunity please give attention to these descriptions. -
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Description
:
The Opportunity:
In association with Senior Officers, advises clients in a! ll aspects of their financial situation and co-ordinates the delivery of services, including but not limited to: investment management, trust, credit, planning, insurance, and banking services. Assists Advisor in his/her capacity as the Chief Financial Officer of an assigned base of clients. Has responsibility for advising, servicing, and retaining a limited number of assigned client relationships. Career progression from this position would be to a Trust Expert or Investment Expert position within Private Client Advisory Services.
Responsibilities:
Daily Support: In conjunction with assigned team, prepare accurate and timely paperwork for daily transaction and maintenance requirements of client accounts. Verify daily activity journals for client accounts on a daily basis. Provide an appropriate level of daily phone coverage and monitor other means of client contact to ensure client service standards are being met.
Meeting Preparation:! Prepare materials for client meetings in an accurate, com! plete and professional manner.
Special Projects and Relationship Management Support: Demonstrates the ability to interpret basic trust, planning, and investment disciplines in order to interpret or prepare client communication vehicles.With respect to fiduciary accounts, drafts/develops dispositive summaries of trust documents and discretionary payment memos for review by Fiduciary Advisors.Thoroughly and completely research items related to trusts and/or client accounts when requested. Address questions that arise from client’s other advisors such as attorneys, money managers, CPAs, and tax accountants in a timely and approprite manner and by utilizing appropriate resources.
Client Relationship Management: Cultivates and maintains relationship with a limited base of assigned clients, serving as a primary point of contact for all services for those particular clients. Actively monitors client's financial situations and proactively engages c! lients in considerations of changes or additions to their financial strategy. If applicable, works in conjunction with the assigned Senior Officer to develop fiduciary or other wealth management strategies that meet client objectives and assists clients and their advisors in defining objectives as needed.
Minimum Qualifications
:
Bachelor’s degree or four years or more of equivalent training and/or work experience.
Minimum three years or more of trust/financial planning or related experience with client contact.
This position requires that the incumbent be highly skilled in Microsoft Office (Word, Excel, Outlook etc.) and able to rapidly learn new software applications.
Special Skills
Effectively delegates tasks or projects.
At M&T and Wilmington Trust, a part of M&T Bank Corporation, we understand what’s important when considering a new position: a stable and forward-looking company with a commitme! nt to hiring the most talented people, developing their skills, and kee! ping them. A company that rewards performance and provides employees with opportunities to direct their own career paths. A company invested in you.
Primary Location
:
Delaware-Wilmington-Wilmington Center
Schedule
:
Full-time
Job Posting
Jun 18, 2013, 10:52:01 AM
Unposting Date
Ongoing
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If you were eligible to this occupation, please give us your resume, with salary requirements and a resume to M & T Bank.
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This occupation will be started on: Tue, 18 Jun 2013 17:34:36 GMT
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