GCM Client Administrator II – Private Client Services

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

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.