About the role
Overview
Provides operational, risk, and client service support for institutional client relationships within a team‑based coverage model. Works primarily in a backup and execution capacity in close partnership with senior Relationship Managers to ensure continuity of service, accuracy of processing, and adherence to risk and control standards.
Primary Responsibilities
- Support assigned institutional client relationships by executing daily administrative and transactional responsibilities accurately and in accordance with client directives, policies, and procedures.
- Submit and/or approve transactions, activity, and workflows in a timely and accurate manner while maintaining strong documentation standards.
- Serve as a designated backup contact for senior Relationship Managers, ensuring seamless coverage during planned and unplanned absences.
- Maintain visibility into assigned client activity, open items, and priorities to support continuity of service.
- Review, respond to, and annotate compliance, monitoring, and control reports for supported relationships; escalate issues and exceptions appropriately.
- Participate in client calls as requested, demonstrating preparedness, professionalism, and clear communication.
- Execute disbursement‑related activities in strict adherence to ICS controls, including validation of payment instructions and escalation of discrepancies.
- Maintain a strong understanding of internal policies, procedures, and control requirements; complete all required training within established timeframes.
- Collaborate with peers across coverage groups to ensure effective handoffs, backup coordination, and knowledge sharing.
- Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite.
- Identify operational, client, or risk issues and escalate promptly using clear, factual problem statements and recommended next steps.
- Maintain M&T internal control standards, including timely implementation of internal and external audit actions and resolution of issues raised by regulators, as applicable.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Complete other related duties as assigned.
Location:
Wilmington, Delaware, United States of AmericaSkills & Tags
Aplyr's read
Wilmington Trust specializes in tailored financial services, attracting professionals focused on wealth and asset management for individuals and institutions.
What's promising
- •Strong reputation in wealth management and institutional services.
- •Opportunities for career growth in diverse financial roles.
- •Focus on customized solutions enhances client satisfaction.
What to watch
- •Limited public information about company culture and work-life balance.
- •High-pressure environment typical of financial services industry.
- •Potential challenges in adapting to regulatory changes.
Why Wilmington Trust
- •Emphasis on personalized financial solutions for clients.
- •Deep expertise in both wealth management and global capital markets.
- •Strategic presence in key financial hubs like NYC and Wilmington.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Wilmington Trust
Wilmington Trust is a financial services company that provides wealth management, asset management, and institutional services. It focuses on delivering tailored solutions to individuals, families, and institutions.