Global Capital Markets Tender Option Bond Client Administrator III

M&T Bank Corporation; Wilmington (DE); Sur place; USD 40 000 - 66 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Retirement plan

Paid volunteer time

Résumé du poste

M&T Bank Corporation in Wilmington, Delaware is seeking a Global Capital Markets administrator to manage client relationships, coordinate trusted services for high-net-worth clients, and support senior account managers. This role requires meticulous attention to documentation, cash movements, and account setups, with a focus on accuracy and compliant processes.

You will serve as a primary contact, resolve client inquiries promptly, and collaborate with internal partners to deliver tailored

Qualifications

• Bachelor’s degree and minimum 1 year direct client contact experience.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communications skills.

Responsabilités

• 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 and resolve others through normal business.

Connaissances

Customer service

Verbal & written communication

Relationship management

Attention to detail

Financial services knowledge

Formation

Bachelor’s degree in Finance, Business, Economics or Accounting

CCTS (Certified Corporate Trust Specialist)

Outils

Microsoft Office

CRM software

Description du poste

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 & Benefits

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.60 - $47.66 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

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.

Location

Wilmington, Delaware, United States of America

Company Overview

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. 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. View M&T’s Human Capital Report to learn more.

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.