Private Trust & Client Services Administrator II

Wilmington Trust; Wilmington (DE); In loco; USD 34.000 - 57.000; Tempo pieno

Descrizione del lavoro

Wilmington Trust seeks a skilled professional to support Global Capital Markets trust and entity administration for high net-worth clients. You will assist relationship managers, process complex transactions, and serve as a reliable daily contact for client inquiries and requests.

The role emphasizes strong customer service, clear communication, and adherence to corporate policies. A collaborative, client-focused environment and opportunities to work with top-tier professionals are offered.

Competenze

• 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

Mansioni

• 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.
• 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.
• 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.
• 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.

Conoscenze

Customer service

Verbal and written communication

Client relationship management

Formazione

Bachelor’s degree in Finance or related

Descrizione del lavoro

Wilmington Trust seeks a skilled professional to support Global Capital Markets trust and entity administration for high net-worth clients. You will assist relationship managers, process complex transactions, and serve as a reliable daily contact for client inquiries and requests.

The role emphasizes strong customer service, clear communication, and adherence to corporate policies. A collaborative, client-focused environment and opportunities to work with top-tier professionals are offered.