Global Capital Markets Client Administrator II

M&T Bank Corporation; Minneapolis (MN); On-site; USD 36,000 - 56,000; Full time

Job summary

M&T Bank Corporation in Minneapolis seeks a Global Capital Markets administrator to support high net-worth clients through trust and account administration, ensuring accurate servicing and timely responses.

You will assist relationship managers, manage daily client transactions, and help with new accounts, discretionary distributions, and trust terminations while upholding strong controls and regulatory standards.

Qualifications

• Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.

Responsibilities

• Oversee client relationships and make recommendations for routine internal activities.
• Assist account representatives in revenue-generating activities and meeting preparation.
• Manage daily implementation of client strategies and serve as primary client contact.
• Resolve issues and respond to client requests promptly; maintain relationships with service partners.
• Adhere to corporate policies, risk controls, and regulatory standards; escalate issues when needed.

Skills

Customer service

Verbal communication

Written communication

Education

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

CCTS certification (preferred)

Job description

Overview

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding 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.

Primary Responsibilities

Oversee client relationships, making appropriate recommendations for routine internal business activities. Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies. 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 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 an in-depth 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. 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 provide guidance to less experienced personnel or other staff.

Education and Experience Required

Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact.

Strong focus on customer service and satisfaction

Strong verbal and written communication skills

Education and Experience Preferred

Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact

CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus

Strong skills in pertinent software applications, with ability to learn new applications

Experience working in a team environment

Strong 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

Strong analytical ability

Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit

Experience contributing to positive working relationships and maintaining integrity and professionalism

Salary

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Minneapolis, Minnesota, United States of America

Company Culture

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve.

M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. 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.

EEO Statement

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.