Wealth Trust Client Administrator I

M&T Bank; Wilmington (DE); On-site; USD 64,830,000 - 107,940,000; Full time

Job summary

M&T Bank is seeking a skilled administrator to support Global Capital Markets trust and client servicing for high net-worth and institutional clients in Wilmington, DE. The role involves assisting with routine client administration, processing transactions, and coordinating with relationship managers to enhance client experience.

The position emphasizes customer service, clear communication, and adherence to risk and regulatory standards.

Qualifications

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Responsibilities

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings.
• Foster client relationships with assigned client base, serving as 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.
• 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; adhere to corporate policies and controls.

Skills

Customer service

Verbal communication

Written communication

Team collaboration

Education

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

Bachelor's degree focused on Finance, Business, Economics and Accounting

Job description

M&T Bank is seeking a skilled administrator to support Global Capital Markets trust and client servicing for high net-worth and institutional clients in Wilmington, DE. The role involves assisting with routine client administration, processing transactions, and coordinating with relationship managers to enhance client experience.

The position emphasizes customer service, clear communication, and adherence to risk and regulatory standards.