GCM Client Administrator II

M&T Bank•Chicago, IL

2d•$25 - $41

About The Position

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high-net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision and may administer medium to large and/or highly complex clients. Serves as a point of contact for clients regarding daily administration, maintaining regular contact to address general inquiries and facilitate requests. Processes related transactions, including collecting critical documents, cash disbursements, trades and account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations. Ensures proper administrative management of accounts under responsibility. The position may provide guidance to less experienced personnel or other staff.

Requirements

A 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 focused on corporate trust.
Strong skills in pertinent software applications and the ability to learn new applications.
Experience working in a team environment.
Strong interpersonal skills and the 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 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 daily implementation of client strategies.
Foster relationships with assigned clients, serve as their primary point of contact, recommend services to correct or enhance the client experience, and resolve problems and requests in a timely manner.
Manage relationships with internal and external service partners, address issues requiring immediate attention, and resolve other issues through normal business processes using available resources.
Develop and maintain applicable industry knowledge, communicate that knowledge internally and externally, and remain current on relevant industry news.
Demonstrate 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.
Adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with its Risk Appetite, and 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 issues raised by external regulators, as applicable.
Complete other related duties as assigned.