Global Capital Markets Client Administrator II

065 Wilmington Trust N.A.; Wilmington (DE); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank Corporation in Wilmington, DE is seeking a Corporate Trust Specialist to support high net‑worth private and institutional clients. You will oversee client relationships, assist with revenue activities, and manage daily implementation of client strategies while maintaining strong service standards.

Ideal candidates have extensive client contact experience, strong communication skills, and proficiency with common software tools.

Qualifications

• Combined minimum of 4 years' higher education and/or work experience, including a minimum of 1 year direct client contact.
• Strong focus on customer service and satisfaction.
• Strong verbal and written communication skills.
• Bachelor's degree in Finance, Business, Economics or Accounting with client contact experience.
• CCTS certification if corporate trust focus.
• Strong software skills with ability to learn new applications.
• Experience working in a team environment.
• Strong interpersonal skills and ability to build trust with clients.
• Self-confident and professional demeanor.
• Analytical ability and attention to detail.
• Ability to develop relationships with administrative support areas.
• Commitment to integrity and professionalism.

Responsibilities

• Oversee client relationships, making appropriate recommendations for routine internal business activities.
• Assist account representatives in revenue generation by providing recommendations and preparing documents.
• Manage daily implementation of client strategies.
• Foster client relationships and serve as primary contact for inquiries and service improvements.
• Resolve problems and respond to client requests promptly.
• Manage internal and external service partners and escalate issues as needed.
• Develop industry knowledge and articulate it internally and externally.
• Stay current on industry news relevant to the line of business.
• Adhere to corporate policies and risk controls in daily administration.
• Provide support to teammates and maintain strong working relationships.

Skills

Customer service

Verbal communication

Written communication

Interpersonal skills

Analytical ability

Team collaboration

Risk awareness

Education

Bachelor's degree in Finance, Business, Economics or Accounting

CCTS certification

Tools

Microsoft Office

CRM software

Financial software

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

Wilmington, Delaware, United States of America

About M&T Bank

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.

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.