Global Capital Markets Client Administrator II

M&T Bank Corporation; Wilmington (DE); On-site; USD 34,260 - 57,101; Full time

Job summary

M&T Bank Corporation in Wilmington, DE is seeking a Client Services professional to assist with trust and private/institutional client administration. You will support relationship managers, handle daily client requests, and coordinate with internal and external partners to ensure accurate processing of transactions.

The role emphasizes customer service, strong communication, and adherence to policy while supporting high-net-worth clients and ensuring operational controls.

Qualifications

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

Responsibilities

• Oversee client relationships, making appropriate recommendations for routine internal business activities.
• Assist account representatives in revenue-generating activities by providing recommendations and preparing documents for meetings.
• Manage daily implementation of client strategies and act as primary point of contact for clients.
• Address client inquiries in a timely manner and escalate issues as needed.
• Maintain controls to minimize losses and ensure regulatory compliance.

Skills

Customer service

Verbal communication

Written communication

Client relations

Education

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

CCTS certification (Corporate Trust)

Strong analytical ability

Team-oriented

Tools

MS Office

Software proficiency

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.

Additional Information

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

Wilmington, Delaware, United States of America

Equal Employment Opportunity 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. Career Site Privacy Notice