GCM Client Administrator II

M&T Bank•Wilmington, DE
•$25 - $41

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 point of contact for clients’ daily administration, maintains regular client contact to address inquiries and facilitate requests, and processes related transactions. These 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 role ensures appropriate administrative management of assigned accounts. The position oversees client relationships and helps implement client strategies while supporting account representatives in revenue-generating activities. It resolves client and partner issues, applies knowledge of industry developments and corporate policies, and maintains controls to minimize losses. The role also supports team members, follows the company’s risk and regulatory standards, escalates relevant risks, and maintains internal control standards, including timely implementation of audit and regulatory findings. It may provide guidance to less experienced personnel or other staff. The position is located in Wilmington, Delaware. The stated pay range is $24.87–$41.45 per hour (USD); individual compensation depends on the successful candidate’s knowledge, skills, and experience.

Requirements

  • Combined minimum of 4 years of higher education and/or work experience, including 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 focused on 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 significant 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 while 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 providing 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, assess issues requiring immediate attention, and resolve other issues through normal business processes using available resources.
  • Develop and maintain relevant industry knowledge, articulate it internally and externally, and remain current on applicable industry news.
  • Maintain an 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, as applicable, guidance to 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 issues raised by external regulators, as applicable.
  • Complete other related duties as assigned.
  • Administer assigned client accounts and process related transactions, including document collection, cash disbursements, trades, account balances, new account establishment, discretionary distributions, and trust terminations.
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