GCM Client Administrator I

Wilmington Trust; Wilmington (DE); On-site; USD 32,000 - 52,000; Full time

Job summary

M&T Bank in Wilmington, Delaware seeks an administrative professional to support Global Capital Markets trust and high-net-worth client servicing. You will coordinate routine transactions, maintain client contact, and assist with account setup and discretionary distributions and trust terminations.

Working under supervision, you will liaise with internal partners, manage transactions, and help ensure adherence to risk and regulatory standards while delivering reliable client service.

Qualifications

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings. Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/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 in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.

Skills

Customer service

Communication skills

Software proficiency

Teamwork

Education

Bachelor’s degree focused on Finance, Business, Economics and Accounting

Working towards CCTS certification

Job description

Overview

Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility, with supervision.

Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility, with supervision.

Primary Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings. Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as point of contact for the client; make recommendations for services to correct and/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 in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
• Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business.
• Demonstrate knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support of team members as requested.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing 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 together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Scope Of Responsibilities

This position works under supervision and may provide support to less experienced personnel.

Education And Experience Required

• Combined minimum of 3 years higher education and/or work experience
• Demonstrated focus on customer service and satisfaction
• Demonstrated verbal and written communication skills

Education And Experience Preferred

• Bachelor’s degree focused on Finance, Business, Economics and Accounting
• Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
• Demonstrated skills in pertinent software applications, with ability to learn new applications
• Experience working in a team environment
• Demonstrated interpersonal skills with ability to build significant level of trust with clients
• Self-confident
• Proven ability to work well with highly capable and successful individuals
• Demonstrated analytical ability
• Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
• Ability to contribute to positive working relationships and maintain integrity and professionalism

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America