Global Capital Markets Client Administrator III - Costa Mesa

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

Overview

Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client. 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 regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings.
• Manage daily implementation of client strategies as required.
• 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 a high level of 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, coaching and/or mentoring of any assigned team associates.
• 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 mentor and provide guidance to less experienced personnel or other staff.

Education and Experience Required

• Bachelor’s degree and a minimum of 1 years’ relevant work experience with direct client contact, OR in lieu of a degree, A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ relevant work experience with direct client contact
• Strong focus on customer service and satisfaction
• Excellent verbal and written communications skills

Education and Experience Preferred

• Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 2 years’ 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 rapidly 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 maintain integrity and professionalism

Compensation

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $30.16 - $50.26 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Location: Costa Mesa, California, United States of America

About M&T Bank

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.

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.