Career Search

Shared Services Wealth Client Onboarding Associate - 3DLHI in Wilmington, DE at M&T Bank

Date Posted: 11/1/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    11/1/2018
  • Job ID:
    3DLHI

Job Description

Job Description
Position within the Client Onboarding and Support Team (COAST) where the employee determines the appropriate action necessary and executes those actions based on knowledge and experience in support of the client onboarding (Account Opening/KYC/Funding) activities performed in support of Wealth and Institutional Services Division's (WISDs) Wealth business, The individual has targeted responsibilities for one or two key disciplines within the Centralized Account Management (CAM) team.
Position Responsibilities
  • Analyze and interpret inputs to determine course of action. Ability to manage conflicting priorities throughout the day
  • Communicate with internal and external business partners and related service partners
  • Escalate non-standard or high risk exceptions as appropriate
  • Prioritize and manage own workload to meet service level agreements and internal service delivery standards
  • Identify and report all risk and compliance issues, breaches and suspicious activities
  • Support and recommend the implementation of process improvements
  • Interpret data received from internal/external parties in order to process moderately complex tasks with an appropriate understanding of priority
  • Provide direction to and work directly with clients and client facing staff to satisfy requirements such as CIP, CDD, etc.
  • Responsible for reviewing documents, opening and coding accounts on the Trust Accounting Platform, and completing key activities in the KYC workflow for new clients
  • 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
Minimum Qualifications
  • Bachelors degree and 1 year work experience or Associates degree and 3 years work experience or 5 years work experience
  • Comfortable operating in a team environment
  • Experience using word processing and spreadsheet
  • Willing to work a flexible schedule as needed
  • Effective communication skills
Preferred Qualifications
  • 2 years experience in financial services industry
  • Understanding of Financial products
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.