GCM Client Administrator II

M&T Bank Corporation; Buffalo (NY); On-site; USD 31,000 - 52,000; Full time

Job summary

M&T Bank Corporation is hiring in Buffalo, NY to support global capital markets trust and entity administration for high net-worth private and institutional clients. You will assist relationship managers, handle daily client administration, and ensure accurate processing of transactions and accounts.

Ideal candidates have multi-year education/work experience with strong customer service and communication skills, plus familiarization with corporate policies and risk controls.

Qualifications

• Combined minimum of 4 years’ higher education and/or work experience with direct client contact.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.

Responsibilities

• Oversee client relationships and recommend routine internal activities.
• Assist account representatives in revenue-generating activities with documentation and meetings.
• Manage daily implementation of client strategies.
• Be primary client contact to address inquiries and requests.
• Resolve problems and respond to client requests promptly.
• Coordinate with internal/external partners to resolve issues and escalate risks.

Job description

Overview

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding 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.

Primary Responsibilities

• Oversee client relationships, making appropriate recommendations for routine internal business activities.
• Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings.
• Manage daily implementation of client strategies.
• Foster client relationships with assigned client base, serving as primary 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 an in-depth 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.
• 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

• The position may provide guidance to less experienced personnel or other staff.

Education and Experience Required

• Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.

Education and Experience Preferred

• Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact.
• CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus.
• Strong skills in pertinent software applications, with ability to learn new applications.
• Experience working in a team environment.
• Strong 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.
• 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 and maintaining 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: Buffalo, New York, United States of America.

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.