GCM Client Administrator I - Loan Agency

M&T BankWilmington, DE
119d$20 - $34Hybrid

About The Position

The GCM Client Administrator I - Loan Agency position involves assisting with various aspects of Global Capital Markets trust or entity administration and servicing high net-worth private and institutional clients. The role may include serving as an administrator for medium to large and/or complex clients, acting as the primary point of contact for clients regarding routine daily administration. Responsibilities include maintaining daily contact with clients to address inquiries and facilitate requests, processing transactions such as cash disbursements and trades, establishing new accounts, and managing requests for discretionary distributions and trust terminations. The position ensures proper administrative management for accounts under supervision.

Requirements

  • Combined minimum of 3 years higher education and/or work experience
  • Demonstrated focus on customer service and satisfaction
  • Demonstrated verbal and written communication skills

Nice To Haves

  • Bachelor's degree focused on Finance, Business, Economics and Accounting
  • Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
  • Demonstrated skills in pertinent software applications, with ability to learn new applications
  • Experience working in a team environment
  • Demonstrated interpersonal skills with ability to build significant level of trust with clients
  • Self-confident
  • Proven ability to work well with highly capable and successful individuals
  • Demonstrated analytical ability
  • Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
  • Ability to contribute to positive working relationships and maintain integrity and professionalism

Responsibilities

  • Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
  • Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings.
  • Manage daily implementation of client strategies as required.
  • Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/or enhance the client experience.
  • Resolve problems and respond to client requests in a timely manner.
  • Manage relationships with internal and external service partners; assess issues requiring immediate attention and work to resolve all other issues through normal business processes.
  • Develop and maintain industry knowledge applicable to the business and articulate that knowledge internally and externally.
  • Remain current on industry news applicable to the line of business.
  • Demonstrate knowledge of corporate policies and procedures related to the administrative role.
  • Provide and maintain appropriate levels of controls to minimize losses.
  • Provide effective support of team members as requested.
  • 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 belonging 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.

Benefits

  • 401k
  • health_insurance
  • dental_insurance
  • vision_insurance
  • paid_holidays
  • paid_volunteer_time
  • tuition_reimbursement
  • professional_development

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service