Global Capital Markets Client Services Specialist II

M&T Bank Corporation; Wilmington (DE); On-site; USD 34,000 - 57,000; Full time

Job summary

M&T Bank Corporation in Wilmington, Delaware is seeking an experienced client relations professional to oversee global capital markets trust and entity administration, supporting high net-worth private and institutional clients. The role includes serving as primary contact, handling account openings, cash disbursements, trades, and discretionary distributions.

You will assist with revenue activities, maintain control standards, and ensure adherence to risk and regulatory policies while building

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.

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.

Skills

Customer service

Verbal communication

Written communication

Education

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

1 year direct client contact experience

Tools

Software proficiency

Job description

M&T Bank Corporation in Wilmington, Delaware is seeking an experienced client relations professional to oversee global capital markets trust and entity administration, supporting high net-worth private and institutional clients. The role includes serving as primary contact, handling account openings, cash disbursements, trades, and discretionary distributions.

You will assist with revenue activities, maintain control standards, and ensure adherence to risk and regulatory policies while building