Global Capital Markets Trust Administrator - Private Wealth

M&T Bank; Wilmington (DE); Sur place; USD 34 000 - 57 000; Plein temps

Résumé du poste

M&T Bank in Wilmington, DE seeks a trusted professional to assist with Global Capital Markets trust and entity administration for high-net-worth private and institutional clients. You will support relationship managers, handle daily client administration, and oversee related transactions with accuracy and compliance.

Responsibilities include maintaining client contact, processing trades and cash activity, and serving as a primary liaison for clients while ensuring adherence to policy and risk

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

Responsabilités

• 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.

Connaissances

Verbal communication

Written communication

Customer service

Client relationship management

Formation

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

CCTS (Certified Corporate Trust Specialist)

Description du poste

M&T Bank in Wilmington, DE seeks a trusted professional to assist with Global Capital Markets trust and entity administration for high-net-worth private and institutional clients. You will support relationship managers, handle daily client administration, and oversee related transactions with accuracy and compliance.

Responsibilities include maintaining client contact, processing trades and cash activity, and serving as a primary liaison for clients while ensuring adherence to policy and risk