Global Capital Markets Client Administrator I - Wilmington Center

M&T Bank Corporation; Wilmington (DE); On-site; USD 31,147 - 51,894; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Volunteer time off (40 hours)

Job summary

M&T Bank Corporation in Wilmington, Delaware, is seeking an administrator to support Global Capital Markets trust and servicing for high net-worth private and institutional clients. You will assist Relationship Managers, prepare documents for meetings, and process related transactions while maintaining strong client relations.

Responsibilities include handling routine administrative tasks, cash disbursements, discretionary distributions, and account set-ups, with adherence to risk controls and

Qualifications

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Responsibilities

• Support Relationship Manager with oversight of client relationships and routine activities.
• Assist account representatives in revenue-generating activities and meeting documentation.
• Manage daily implementation of client strategies and client requests.
• Foster client relationships and be the point of contact for the client.
• Resolve problems and respond to client requests in a timely manner.
• Maintain relationships with service partners and escalate issues as needed.

Skills

Customer service

Communication skills

Interpersonal skills

Teamwork

Analytical ability

Education

Bachelor's degree in Finance/Business/Economics/Accounting

3+ years higher education and/or work experience

Job description

Overview

Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. 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, with supervision.

Primary Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings.
• Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as 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 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.
• Demonstrate knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support of team members as requested.
• 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

• This position works under supervision and may provide support to less experienced personnel.

Education and Experience Required

• Combined minimum of 3 years higher education and/or work experience
• Demonstrated focus on customer service and satisfaction
• Demonstrated verbal and written communication skills

Education and Experience Preferred

• Bachelor's degree focused on Finance, Business, Economics and Accounting
• Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
• Demonstrated skills in pertinent software applications, with ability to learn new applications
• Experience working in a team environment
• Demonstrated interpersonal skills with ability to build significant level of trust with clients
• Self-confident
• Proven ability to work well with highly capable and successful individuals
• Demonstrated analytical ability
• Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
• Ability to contribute to positive working relationships and maintain integrity and professionalism

Benefits

• competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year.

Compensation

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Wilmington, Delaware, United States of America

Company Information

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.

Equal Employment Opportunity

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.

Drug-Free Workplace

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.