GCM Client Administrator IV

🔥 0 minutes ago

🏈 Alabama – Remote

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💵 $62.2k - $103.6k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🖥️ Administration

👻 Ghost score 0%

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Logo of M&T Bank

M&T Bank

10,000+ employees

Founded 1856

🛡️ Insurance

💼 Consulting

🏦 Banking

Insurance • Consulting • Banking

M&T Bank is a leading regional financial institution that provides a wide range of banking services to personal, business, and commercial clients. Known for its customer satisfaction in mobile banking, M&T Bank offers products and services such as checking accounts, credit cards, mortgages, personal loans, and insurance. Additionally, it provides financial planning through Wilmington Advisors @ M&T. The bank is committed to community engagement, supporting local businesses, multicultural banking, and volunteerism. With a focus on cybersecurity and digital banking solutions, M&T Bank serves its clientele through comprehensive online and mobile services.

📋 Description

• Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients • Supports senior account relationship managers • Serves as administrator for large and/or highly complex clients • Serves as primary point of contact or relationship lead for clients and maintains daily client contact • Processes transactions, including collecting critical documents, cash disbursements, trades, account balances, new accounts, discretionary distributions, and trust terminations • Ensures proper administrative management for assigned accounts • Makes recommendations regarding design and administration of institutional and/or corporate trust accounts • Assists senior account representatives with revenue-generating activities, documents, and client meetings • Manages implementation of client strategies • Fosters client relationships, resolves problems, and responds to client requests • Manages internal and external service-partner relationships and resolves issues • Maintains industry knowledge and communicates it internally and externally • Applies corporate policies and procedures in complex situations • Maintains controls to minimize losses and adheres to risk and regulatory standards • Provides support, coaching, and mentoring to assigned associates • Identifies risk-related issues for escalation • Maintains internal control standards and addresses audit and regulatory issues • May mentor and guide less experienced personnel • Completes other related duties as assigned

🎯 Requirements

• Bachelor’s degree and a minimum of 2 years’ relevant work experience with direct client contact, OR in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant work experience with direct client contact • Strong focus on customer service and satisfaction • Excellent verbal and written communications skills • Degree focus on Finance, Business, Economics or Accounting • CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus • Strong skills in pertinent software applications, with ability to rapidly learn new applications • Experience working in a team environment • Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people • Self-confident • 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 and maintain integrity and professionalism

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