GCM Client Administrator IV

M&T Bank Corporation

Wilmington (DE)

On-site

USD 68,000 - 114,000

Full time

2 days ago
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Job summary

M&T Bank Corporation in Wilmington, Delaware, USA seeks a trusted professional to oversee institutional and corporate trust accounts, maintaining daily client contact and facilitating complex transactions. You will support senior managers, coordinate with service partners, and ensure robust controls while staying current on industry developments.

The role emphasizes customer service, regulatory adherence, and the ability to mentor teammates in a fast-paced environment.

Qualifications

  • 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 contact
  • Strong focus on customer service and satisfaction
  • Excellent verbal and written communications skills

Responsibilities

  • Oversee client relationships and recommend design/administration of trust accounts
  • Assist senior staff in revenue-generating activities with documents and meetings
  • Manage daily implementation of client strategies
  • Serve as primary contact for assigned clients and suggest services to enhance the client experience
  • Resolve client problems and respond to requests promptly
  • Coordinate with internal/external service partners to address issues
  • Develop industry knowledge and articulate it internally and externally
  • Stay current on industry news related to the line of business
  • Adhere to corporate policies and risk controls
  • Provide coaching/mentoring to assigned team members
  • Escalate risk issues to management and uphold risk standards

Skills

Customer service
Communication skills
Relationship management
Team mentoring

Education

Bachelor’s degree
CCTS certification
Finance/Business/Economics/Accounting focus

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 contact
  • Strong focus on customer service and satisfaction
  • Excellent verbal and written communications skills
Education and Experience Preferred
  • Degree focus on Finance, Business, Economics or Accounting
  • CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
  • Strong skills in pertinent software applications, with ability to rapidly learn new applications
  • Experience working in a team environment
  • Strong interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people
  • Self-confident
  • Proven ability to work well with highly capable and successful individuals
  • Advanced analytical ability
  • Demonstrated 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 $68,400.00 - $114,000.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, 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.

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