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

M&T Bank•Minneapolis, MN

6d•$29 - $48

About The Position

The Global Capital Markets Client Administrator III leads trust or entity administration and servicing for high-net-worth private and institutional clients. The role supports senior account relationship managers and may administer large or highly complex clients. It serves as a primary point of contact or relationship lead, maintains daily client contact, addresses inquiries, and facilitates requests. Responsibilities include processing transactions, collecting critical documents, processing cash disbursements and trades, monitoring account balances, establishing new accounts, and facilitating discretionary distributions and trust terminations. The position ensures proper administrative management of assigned accounts. The role may mentor and guide less experienced personnel or other staff. It requires a strong focus on customer service, effective communication, knowledge of applicable industry matters and corporate policies, and adherence to risk, regulatory, 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 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.
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.
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 correct or enhance the client experience and resolve problems and requests promptly.
Manage relationships with internal and external service partners, assess issues requiring immediate attention, and resolve other issues through normal business processes using available resources.
Develop and maintain applicable industry knowledge, articulate it internally and externally, and remain current on relevant industry news.
Maintain an 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.
Adhere to company risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite, and identify risk-related issues for 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.
Mentor and provide guidance to less experienced personnel or other staff, as applicable.