GCM Client Administrator II

M&T Bank•Buffalo, NY

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 regarding daily administration, maintains daily contact to address general inquiries and facilitate requests, and ensures proper administrative management of assigned accounts. Work includes collecting critical documents; processing cash disbursements, trades, and account balances; establishing new accounts; and facilitating discretionary distribution and trust termination requests. The position oversees client relationships and daily implementation of client strategies, resolves client issues and requests, and coordinates with internal and external service partners. It provides recommendations to improve the client experience and supports account representatives in revenue-generating activities, including preparing for and participating in meetings. The role requires knowledge of relevant industry developments, corporate policies, administrative procedures, risk and regulatory standards, and internal controls. It may provide guidance to less experienced personnel or other staff.

Requirements

Combined minimum of 4 years of higher education and/or work experience.
Minimum of 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 a minimum of 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 significant trust with clients.
Self-confidence.
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 in 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; address urgent issues promptly and resolve other issues through normal business processes using available resources.
Maintain and articulate relevant industry knowledge, and remain current on industry news applicable to the line of business.
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 requiring 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 trust or entity accounts, including collecting documents, processing cash disbursements and trades, maintaining account balances, establishing accounts, and facilitating discretionary distributions and trust terminations.