GCM Client Administrator II

M&T Bank Corporation; Costa Mesa (CA); On-site; USD 36,134 - 60,214; Full time

Benefits offered by this job

Medical and retirement plans

Paid volunteer time

Job summary

M&T Bank Corporation in Costa Mesa, California, seeks a skilled professional to assist with Global Capital Markets trust administration for high-net-worth clients. You will oversee client relationships, help account representatives in revenue activities, and manage client strategies as the primary contact.

The ideal candidate has a Bachelor's degree and a strong focus on customer service, alongside excellent communication and analytical abilities. Competitive benefits include medical and retirement plans.

Qualifications

• Minimum 4 years of higher education or work experience.
• 1 year relevant client contact work experience required.
• Strong customer satisfaction focus and communication skills.

Responsibilities

• Oversee client relationships and internal business activities.
• Assist in revenue-generating activities and document preparation.
• Manage client strategies and serve as primary contact.

Skills

Customer service focus

Verbal communication

Written communication

Relationship building

Analytical skills

Education

Bachelor's degree in Finance, Business, Economics, or Accounting

Tools

Software applications

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 and may serve as administrator for medium to large or highly complex clients. Serves as primary point of contact for client regarding daily administration, maintaining daily contact to address general inquiries or facilitate client requests, processing all related transactions, collecting critical documents, and managing cash disbursements, trades, and account balances.

Primary Responsibilities

• Oversee client relationships and make recommendations for routine internal business activities.
• Assist account representatives in revenue‑generating activities, preparing documents, and participating in meetings.
• Manage daily implementation of client strategies and foster client relationships, serving as primary contact for the client.
• Resolve problems and respond to client requests in a timely manner.
• Manage relationships with internal and external service partners, assessing issues that require immediate attention and working to resolve all other issues through normal business processes.
• Develop and maintain industry knowledge applicable to the business and articulate that knowledge internally and externally.
• Maintain corporate policies and procedures related to the administrative role and provide appropriate controls to minimize losses.
• Provide effective support to team members and adhere to the company’s risk and regulatory standards, policies, and controls.
• Identify risk‑related issues needing escalation, promote an environment that supports belonging, and maintain internal control standards, including timely implementation of audit points and responding to external regulators.
• 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.
• Minimum of 1 year relevant work experience with direct client contact.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.
• Demonstrated ability to develop strong working relationships with administrative support areas and maintain integrity and professionalism.

Education and Experience – Preferred

• Bachelor’s degree focused on Finance, Business, Economics, or Accounting.
• 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 and ability to learn new applications.
• Experience working in a team environment.
• Strong interpersonal skills with ability to build significant trust with clients.
• Self‑confident, proven ability to work well with highly capable and successful individuals.
• Strong analytical ability.

Compensation

Hourly rate: $26.23 – $43.71 (USD). Specific compensation will be determined based on the candidate’s knowledge, skills, and experience.

Location

Costa Mesa, California, United States of America.

Benefits

Competitive benefits include medical and retirement plans, and forty hours of paid volunteer time each year.

Equal Employment Opportunity Statement

M&T Bank is unwavering in 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.