Global Capital Markets Client Relationship Lead

Wilmington Trust; Costa Mesa (CA); On-site; USD 42,000 - 69,000; Full time

Job summary

M&T Bank in Costa Mesa, CA is seeking a dedicated Trust Administrator to oversee client relationships and administer corporate and institutional trust accounts. You will collaborate with senior relationship managers and ensure accurate processing of transactions, document collection, and client requests.

The role emphasizes service excellence, strong communication, and compliance with risk controls, with mentoring responsibilities for junior staff and ongoing industry knowledge.

Qualifications

• Bachelor’s degree and minimum 1 year of relevant client-facing experience
• Or combined minimum of 5 years higher education and/or work experience with client contact
• Strong focus on customer service and satisfaction
• Excellent verbal and written communications skills

Responsibilities

• Oversee client relationships and recommend trust account design and administration
• Support senior account managers and assist in revenue-generating activities
• Serve as primary client contact and address inquiries promptly
• Coordinate with internal and external service partners to resolve issues
• Maintain industry knowledge and ensure compliance with policies
• Provide coaching or mentoring to assigned team members
• Adhere to risk controls and regulatory standards

Skills

Customer service

Verbal and written communication

Analytical ability

Interpersonal skills

Self-confidence

Team mentoring

Education

Bachelor's degree

5 years education/work combo

Job description

M&T Bank in Costa Mesa, CA is seeking a dedicated Trust Administrator to oversee client relationships and administer corporate and institutional trust accounts. You will collaborate with senior relationship managers and ensure accurate processing of transactions, document collection, and client requests.

The role emphasizes service excellence, strong communication, and compliance with risk controls, with mentoring responsibilities for junior staff and ongoing industry knowledge.