Global Capital Markets Client Administrator III - Open to Minneapolis and Dallas

M&T Bank•Minneapolis, MN

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 serve as the primary point of contact or relationship lead. It maintains daily client contact, handles inquiries and requests, processes related transactions, and ensures proper administrative management of assigned accounts. The role is open to Minneapolis and Dallas; the posting lists Minneapolis, Minnesota, as the location. The administrator oversees client relationships and helps implement client strategies, making recommendations about account design, administration, and services. Responsibilities include supporting revenue-generating activities, managing internal and external service-partner relationships, resolving client and operational issues, maintaining industry and policy knowledge, and providing appropriate controls. The position may mentor or guide less experienced personnel and must follow company risk, regulatory, audit, and internal-control standards.

Requirements

Bachelor’s degree and at least 1 year of relevant work experience with direct client contact; alternatively, a combined minimum of 5 years of higher education and/or work experience, including at least 1 year of relevant work experience with direct client contact.
Strong focus on customer service and satisfaction.
Excellent verbal and written communication skills.

Nice To Haves

Bachelor’s degree focused on Finance, Business, Economics, or Accounting and at least 2 years 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 rapidly learn new applications.
Experience working in a team environment.
Strong interpersonal skills and 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 while maintaining integrity and professionalism.

Responsibilities

Oversee client relationships and make appropriate recommendations regarding the design and administration of 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 the daily implementation of client strategies as required.
Serve as the primary point of contact for assigned clients, foster those 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, promptly assess issues requiring immediate attention, and resolve other issues through normal business processes using available resources.
Maintain and demonstrate relevant industry knowledge, articulate it internally and externally, and remain current on applicable industry news.
Maintain in-depth knowledge of corporate policies and procedures related to the administrative role.
Provide and maintain appropriate controls to minimize losses.
Support, coach, and/or mentor assigned team associates, and provide guidance to less experienced personnel or other staff as applicable.
Adhere to company risk and regulatory standards, policies, controls, and Risk Appetite, and escalate risk-related issues 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.
Process related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations.
Complete other related duties as assigned.