Global Capital Markets: Senior Client Administrator

Wilmington Trust; Wilmington (DE); Vor Ort; USD 34.000 - 57.000; Vollzeit

Zusammenfassung

M&T Bank in Wilmington, Delaware seeks a trusted professional to assist with Global Capital Markets trust or entity administration for high net-worth private and institutional clients. You will support relationship managers, manage daily client transactions, and coordinate with internal/external partners to maintain strong client service.

You will handle discretionary distributions, trust terminations, and account balances while ensuring adherence to corporate policies and regulatory standards.

Qualifikationen

• 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

Aufgaben

• 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.
• 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.

Kenntnisse

Customer service

Verbal & written communication

Relationship management

Teamwork

Attention to detail

Ausbildung

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

CCTS certification

Tools

Software applications

Jobbeschreibung

M&T Bank in Wilmington, Delaware seeks a trusted professional to assist with Global Capital Markets trust or entity administration for high net-worth private and institutional clients. You will support relationship managers, manage daily client transactions, and coordinate with internal/external partners to maintain strong client service.

You will handle discretionary distributions, trust terminations, and account balances while ensuring adherence to corporate policies and regulatory standards.