Global Capital Markets Client Administrator

M&T Bank Corporation; Costa Mesa (CA); On-site; USD 42,000 - 69,000; Full time

Job summary

M&T Bank Corporation in Costa Mesa, California seeks a professional to oversee all aspects of Global Capital Markets trust or entity administration and servicing for high net-worth private and institutional clients. You will support senior account relationship managers and act as primary contact, handling client inquiries, transactions, cash disbursements, trades and account balances.

Responsibilities include managing client relationships, assisting in revenue-generating activities, implementing

Qualifications

• Bachelor’s degree and 1+ years’ direct client contact, OR 5+ years combined education and/or work experience with direct client contact
• Strong focus on customer service and satisfaction
• Excellent verbal and written communications skills

Responsibilities

• Oversee client relationships, advising on design and administration of trust accounts
• Assist senior account representatives in revenue-generating activities and meetings
• Manage daily implementation of client strategies as required
• Maintain client relationships and serve as primary client contact for inquiries
• Ensure timely resolution of client requests and problems

Skills

Customer service

Verbal communication

Written communication

Relationship management

Education

Bachelor’s degree in Finance/Business/Accounting

Equivalent combination of education and experience

Tools

Microsoft Office Suite

CRM software

Job description

M&T Bank Corporation in Costa Mesa, California seeks a professional to oversee all aspects of Global Capital Markets trust or entity administration and servicing for high net-worth private and institutional clients. You will support senior account relationship managers and act as primary contact, handling client inquiries, transactions, cash disbursements, trades and account balances.

Responsibilities include managing client relationships, assisting in revenue-generating activities, implementing