GCM Client Administrator II

M&T Bank•Chicago, IL

About The Position

The GCM Client Administrator II assists with most aspects of Global Capital Markets trust or entity administration and servicing for high-net-worth private and institutional clients. The role supports less experienced account relationship managers with limited supervision and may administer medium-to-large and/or highly complex clients. The administrator serves as a daily point of contact for clients, handles general inquiries and requests, processes related transactions, and ensures proper administration of assigned accounts. Transactions may include collecting critical documents, processing cash disbursements and trades, reviewing account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations. The position oversees client relationships and implementation of client strategies, resolves client and service-partner issues, and supports account representatives in revenue-generating activities. It requires knowledge of applicable industry developments, corporate policies and procedures, and risk and regulatory controls. The role may provide guidance to less experienced personnel or other staff.

Requirements

Combined minimum of 4 years of higher education and/or work experience.
At least 1 year of relevant work experience with direct client contact.
Strong focus on customer service and satisfaction.
Strong verbal and written communication skills.

Nice To Haves

Bachelor's degree focused on Finance, Business, Economics, or Accounting, and at least 1 year of relevant work experience with direct client contact.
CCTS (Certified Corporate Trust Specialist) certification if the focus is corporate trust.
Strong skills in pertinent software applications and ability to learn new applications.
Experience working in a team environment.
Strong interpersonal skills and ability to build a significant level of trust with clients.
Self-confidence.
Proven ability to work well with highly capable and successful individuals.
Strong analytical ability.
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit.
Experience contributing to positive working relationships and maintaining integrity and professionalism.

Responsibilities

Oversee client relationships and make appropriate recommendations for routine internal business activities.
Assist account representatives with revenue-generating activities by making recommendations, preparing meeting documents, and participating in meetings.
Manage the daily implementation of client strategies.
Serve as the primary point of contact for assigned clients, foster client relationships, and recommend services to correct or enhance the client experience.
Resolve problems and respond to client requests in a timely manner.
Manage relationships with internal and external service partners, address urgent issues promptly, and resolve other issues through normal business processes using available resources.
Develop and maintain applicable industry knowledge, articulate it internally and externally, and remain current on relevant industry news.
Maintain in-depth knowledge of corporate policies and procedures related to the administrative role.
Provide and maintain appropriate controls to minimize losses.
Provide effective support to team members and may guide less experienced personnel or other staff.
Adhere to company risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite.
Identify risk-related issues that require 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 applicable issues raised by external regulators.
Complete other related duties as assigned.
Administer assigned client accounts, including collecting critical documents, processing cash disbursements and trades, reviewing account balances, establishing accounts, and facilitating discretionary distributions and trust terminations.