Global Capital Markets Client Services Specialist II

Wilmington Trust; Minneapolis (MN); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank in Minneapolis, Minnesota seeks a Trust Administrative Specialist to support global capital markets trust and entity administration for high net-worth clients, under supervision of account relationship managers.

You will coordinate daily client requests, process cash disbursements and transactions, and collaborate with internal and external partners to ensure timely service. A combined 4 years of education/experience and strong communication skills are required.

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
• 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

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.

Skills

Customer service

Verbal and written communication

Relationship management

Attention to detail

Team collaboration

Education

Bachelor degree in Finance/Business/Economics/Accounting

Job description

M&T Bank in Minneapolis, Minnesota seeks a Trust Administrative Specialist to support global capital markets trust and entity administration for high net-worth clients, under supervision of account relationship managers.

You will coordinate daily client requests, process cash disbursements and transactions, and collaborate with internal and external partners to ensure timely service. A combined 4 years of education/experience and strong communication skills are required.