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Wilmington Trust

Wealth management and institutional trust services

ICS Relationship Manager 1

Asset ManagementConfirmed live in the last 24 hours
Full-timeBuffalo, NY, USA$54.1k - $90.1k /yrHybrid

About the Job

Requirements

  • A bachelor's degree and at least 1 year of relevant experience, or a combined minimum of 5 years of higher education and/or work experience including at least 1 year of relevant experience in lieu of a degree.
  • Strong proficiency using personal computers and pertinent word-processing and spreadsheet software.
  • Detail-oriented work.
  • Customer service skills.
  • Verbal and written communication skills.
  • Organizational skills.
  • Problem-solving skills.
  • Decision-making skills.

Responsibilities

  • Submit activity for processing in a timely and accurate manner and based on client directives.
  • Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
  • Submit annual account reviews for assigned accounts in a timely manner or as directed.
  • Serve as primary or secondary contact for assigned or coverage-team accounts, retirement plan participants, and pensioners; resolve basic matters and inquiries in accordance with established Division, client, and alliance service standards.
  • Maintain client communications on regulatory, legal, accounting, and trust matters.
  • Complete client billing and resolve aged receivables for client accounts, working with more experienced Relationship Managers as needed.
  • Remain current on industry trends and regulatory items.
  • Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with its Risk Appetite; identify risk-related issues requiring escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators, as applicable.
  • Complete other related duties as assigned.

Desired Qualifications

  • A bachelor's degree in Finance or Business.
  • At least 2 years of relevant experience.
  • Retirement or trust administration experience.

About the Company

Wilmington Trust

Wealth management and institutional trust services

Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, foundations, and other institutions, charging fees for advisory and fiduciary work. Its offerings include investment management, financial planning, fiduciary and trust services, family-office support, estate planning, corporate trust, retirement plan services, and custody arrangements. The company differentiates itself by focusing on high-net-worth clients and institutions with a broad, integrated set of fiduciary, custody, and family-office capabilities under one umbrella, backed by its parent, M&T Bank. Its goal is to help clients grow and protect wealth, plan legacies, and meet ongoing fiduciary and retirement needs with trusted, fee-based guidance and administration.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Wilmington, DE
Founded
1901

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