Sparkle M.
AVP | Wealth Senior Client Associate
- Role
- Assistant Vice President at Wilmington Trust
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Sparkle M.
I am a dedicated finance professional with a strong commitment to building meaningful…
Experience
Assistant Vice President
Jul 2023 — Present · Baltimore, MD, US
Wealth Senior Client AssociateManage and maintain over 30 client relationships by supporting servicing and sales enablement activities for several Wealth Advisors, including client transactions, account maintenance, and problem resolution, ensuring timely responses to client needs.Complete new account openings while meeting anti-money laundering (AML), Bank Secrecy Act (BSA), and Know Your Customer (KYC) requirements to ensure compliance with internal control standards.Private Banking Assistant Vice President, Client Service Specialist II Addressed the daily transaction needs of Private Banking clients, including problem resolution, overdrafts, account delinquency, money movements, and account maintenance, ensuring timely and satisfactory service.Built and maintained strong client relationships through daily interactions with clients and internal business partners, assisting in client retention and expansion.Supported operational and audit functions by adhering to regulations and policies set by M&T’s internal controls and regulatory standards.
Education
The George Washington University School of Business
Bachelor of Science - BS, Finance
St. Croix Educational Complex Vocational School
High School Diploma
2014 — 2018
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