GCM Client Administrator IV

M&T Bank•Wilmington, DE

About The Position

Leads trust or entity administration and servicing for high-net-worth private and institutional clients in Global Capital Markets, supporting senior account relationship managers. The role may administer large and/or highly complex clients and may serve as the client’s primary point of contact or relationship lead. It maintains daily client contact to address inquiries and facilitate requests, processes related transactions, and ensures proper administrative management of assigned accounts. The position also contributes knowledge to processes, procedures, and strategic decisions related to the role. The administrator oversees client relationships and account strategies, provides recommendations, helps with revenue-generating activities, and coordinates with internal and external service partners. The role also supports controls, risk and regulatory standards, audit matters, and the development of assigned team associates. It may mentor and guide less experienced personnel.

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 focused on 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 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 recommend the design and administration of institutional and/or corporate trust accounts.
Assist senior account representatives with revenue-generating activities by providing recommendations, preparing meeting documents, and participating in meetings.
Manage the daily implementation of client strategies as required.
Serve as the primary point of contact for assigned clients, foster 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.
Maintain and communicate industry knowledge relevant to the business, and stay current on applicable industry news.
Apply in-depth knowledge of corporate policies and procedures to complex administrative situations.
Provide and maintain appropriate controls to minimize losses.
Support, coach, and/or mentor assigned team associates.
Adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with its 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 trust or entity accounts, including collecting critical documents, processing cash disbursements and trades, managing account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations.
Maintain daily client contact to address general inquiries and facilitate client requests.