Client Onboarding Associate (Know Your Customer Verification - Wealth Management Accounts) - Hybrid
M&T Bank
Amherst, Erie County$56,195 - $56,195 est.Full-timePosted 11h ago
Overview: Join a high-impact team at the center of client onboarding within Wealth Management. In this role, you will serve as a critical first line of defense for the bank, ensuring all client accounts are accurately documented, compliant, and ready for onboarding. As part of the Client Onboarding and Support Team (COAST), you will perform detailed Know Your Customer (KYC) reviews, validate documentation, and support the successful setup of a wide range of account types. This is an excellent o…
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