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Client Onboarding and Servicing Specialist - Wilmington Delaware - 3DI96 in Wilmington, DE at M&T Bank

Date Posted: 5/25/2018

Job Snapshot

Job Description



Client Onboarding and Servicing Specialist




Responsible for providing operational and/or administrative support at the business/department level.




Assist with new fund onboarding efforts to ensure new plans are established within required guidelines and policies, and consistent with ERISA eligibility requirements.


Support the daily work flow of all communications through a centralized mailbox, including responding to new account setups, large trade communications, back office operations liaison, and general client request fulfillment.


Ensure policies and procedures are followed related to validating plan eligibility and plan onboarding.  Utilize best practices to successfully set-up all new client accounts in a timely and efficient manner


Efficiently evaluate and resolve customer service issues, obtaining help when necessary from other team members


Assist Collective Fund Administration team with various administrative tasks as needed.


Develop a thorough understanding of the business and its functions, processes and operations.  Keep abreast of business and market trends which may affect business department.


Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.  Identify risk-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 timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Complete other related duties as assigned.



The position requires substantial interaction with both internal and external contacts in order to obtain pertinent information. 

The position acts as liaison between department and other business units on various projects.

The incumbent works independently under very limited supervision as well as a member or a project leader of a project team.




Bachelor’s degree and a minimum of 1 year’s project or support experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s project or support experience.
Proven analytical skills.
Proven time management skills.
Minimum of 3 years’ prior departmental, financial services, fund accounting or banking industry experience.
Proficiency with personal computers as well as pertinent word processing, spreadsheet and email software.
Ability to work independently as well as within a team.
Ability to read fine print
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.



M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.