GCM Client Administrator IV

M&T Bank Corporation; Oregon; Hybrid; USD 62,000 - 104,000; Full time

Job summary

M&T Bank in Clanton, Alabama is seeking a Corporate Trust Administrator to oversee client relationships and administer institutional trust accounts, ensuring accurate processing of transactions and regulatory compliance.

This role emphasizes customer service, collaboration with internal partners, and mentoring junior staff, with a competitive national pay range and the potential for professional certification.

Qualifications

• Bachelor's degree and a minimum of 2 years' relevant work experience with direct client contact, or a combined minimum of 6 years' higher education and/or work experience with client contact.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communications skills

Responsibilities

• Oversee client relationships, making appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representatives by preparing documents for and participating in meetings.
• Foster client relationships and act as primary contact for the client; make recommendations for services to correct and/or enhance the client experience.
• Manage relationships with internal and external service partners; assess issues and resolve through normal course of business.
• Develop and maintain industry knowledge applicable to the business and communicate insights.
• Adhere to corporate policies and procedures related to the administrative role in complex situations.

Skills

Client relationship management

Customer service excellence

Verbal & written communication

Financial services experience

Education

Bachelor's degree

CCTS certification (preferred)

Tools

CRM software

Microsoft Office

Job description

Overview

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. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client. 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. Contributes knowledge to process, procedures and strategic decisions related to the role.

Primary Responsibilities

• Oversee client relationships, making appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies as required.
• 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 a high level of 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.
• Exhibit an in-depth knowledge of corporate policies and procedures related to the administrative role in complex situations.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support, coaching and/or mentoring of any assigned team associates.
• 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 mentor and provide guidance to less experienced personnel or other staff.

Education and Experience Required

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 contactStrong focus on customer service and satisfactionExcellent verbal and written communications skills

Education and Experience Preferred

Degree focus on Finance, Business, Economics or AccountingCCTS (Certified Corporate Trust Specialist) certification if corporate trust focusStrong skills in pertinent software applications, with ability to rapidly learn new applicationsExperience working in a team environmentStrong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with peopleSelf-confidentProven ability to work well with highly capable and successful individualsAdvanced analytical abilityDemonstrated 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 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.

Location

Clanton, Alabama, United States of America