GCM Client Administrator IV
About The Position
The GCM Client Administrator IV leads trust or entity administration and servicing for high-net-worth private and institutional clients in Global Capital Markets. The role supports senior account relationship managers and may administer large or highly complex client relationships. It may serve as the client’s primary point of contact or relationship lead, maintaining daily contact to respond to general inquiries and facilitate requests. The position processes related transactions, gathers critical documents, handles cash disbursements, trades and account balances, establishes accounts, and facilitates discretionary distributions and trust terminations. It ensures proper administration of assigned accounts and contributes expertise to related processes, procedures, and strategic decisions. The role oversees client relationships and account strategies, supports revenue-generating activities, coordinates with internal and external service partners, and resolves client and operational issues. It requires current industry knowledge, an in-depth understanding of applicable corporate policies and procedures, and effective controls to minimize losses. The position may mentor or guide less experienced personnel, supports a culture of belonging, and follows company risk, regulatory, and internal control standards.
Requirements
- Bachelor’s degree and at least 2 years of relevant work experience with direct client contact; alternatively, a combined minimum of 6 years of higher education and/or work experience, including at least 2 years of relevant work experience with direct client contact.
- Strong focus on customer service and satisfaction.
- Excellent verbal and written communication skills.
Nice To Haves
- Degree focus in Finance, Business, Economics, or Accounting.
- CCTS (Certified Corporate Trust Specialist) certification if focused on corporate trust.
- Strong skills in pertinent software applications and ability to rapidly learn new applications.
- Experience working in a team environment.
- Strong interpersonal skills and the ability to build significant trust with clients, including empathy and genuine interest in working with people.
- Self-confidence.
- Proven ability to work well with highly capable and successful individuals.
- Advanced analytical ability.
- Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division.
- Experience contributing to positive working relationships while maintaining integrity and professionalism.
Responsibilities
- Oversee client relationships and make recommendations regarding the design and administration of institutional and/or corporate trust accounts.
- Support senior account representatives in revenue-generating activities by making recommendations, preparing meeting documents, and participating in meetings.
- Manage daily implementation of client strategies as required.
- Foster relationships with assigned clients and serve as their primary point of contact; recommend services to improve the client experience, resolve problems, and respond to 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.
- Maintain and communicate industry knowledge relevant to the business, including staying current on applicable industry news.
- Apply in-depth knowledge of corporate policies and procedures in complex administrative situations.
- Provide and maintain appropriate controls to minimize losses.
- Support, coach, and/or mentor assigned team associates.
- Adhere to company risk and regulatory standards, policies, and controls; identify risk-related issues requiring escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
