GCM Client Administrator IV

M&T Bank

3d•$62,200 - $103,600

About The Position

Leads the administration and servicing of Global Capital Markets trust or entity accounts for high-net-worth private and institutional clients. Supports senior account relationship managers and may administer large or highly complex client relationships. Serves as a primary client contact or relationship lead, maintaining daily contact to answer general inquiries and facilitate requests. Processes related transactions, gathers critical documents, handles cash disbursements, trades and account balances, establishes new accounts, and facilitates discretionary distributions and trust terminations. Ensures appropriate account administration and contributes knowledge to processes, procedures, and strategic decisions related to the role. The position oversees client relationships and account administration, supports senior representatives in revenue-generating activities, and manages the implementation of client strategies. It works with internal and external service partners, resolves client and operational issues, maintains relevant industry and policy knowledge, and helps ensure appropriate controls and compliance with risk, regulatory, audit, and internal-control standards. The role may mentor and guide less experienced personnel or other staff.

Requirements

Bachelor’s degree and at least 2 years of relevant work experience involving 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 involving 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 learn new applications rapidly.
Experience working in a team environment.
Strong interpersonal skills and the ability to build significant trust with clients, with 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 relevant to the business unit and/or division.
Experience contributing to positive working relationships and maintaining integrity and professionalism.

Responsibilities

Oversee client relationships and recommend designs and administration approaches for institutional and/or corporate trust accounts.
Assist senior account representatives with revenue-generating activities by making recommendations, preparing meeting documents, and participating in meetings.
Manage daily implementation of client strategies as required.
Serve as the primary point of contact for assigned clients, foster relationships, recommend services to improve the client experience, resolve problems, and respond to requests promptly.
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 and communicate it internally and externally; stay current on relevant industry news.
Apply in-depth knowledge of corporate policies and procedures to complex administrative situations.
Provide and maintain appropriate controls to minimize losses.
Provide support, coaching, and/or mentoring to assigned team associates; the role may also guide less experienced personnel or other staff.
Follow company risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite, and escalate risk-related issues to management.
Promote a workplace 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.