Global Capital Markets Client Admin II

M&T Bank • Costa Mesa, CA • 3h ago

Overview:

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. 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 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.

Scope of Responsibilities:

The position may provide guidance to less experienced personnel or other staff.

Education and Experience Required:

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

Education and Experience Preferred:

Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year 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 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 maintaining integrity and professionalism

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Costa Mesa, California, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.

Similar Jobs

Business Operations and Knowledge Management Analyst

The Boeing Company • Seal Beach, CA • 11min ago

Management & Administrative

Job Description At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity f...

11min ago

Go to Apply

SR. DIRECTOR OF FOOD AND NUTRITION

Compass Group, North America • Fountain Valley, CA • 15min ago

Hospital & Medical

Morrison Healthcare Position Title: SR. DFNS Pay Grade: 16 Reports To: VPO Salary: $100,000 - $115,000 Other Forms of Compensation: BONUS AND RELO ASSISTANCE Morrison Healthcare , a Compass Healthcare company, is a leade...

15min ago

Go to Apply

Security Officer for Warehouse Access

Allied Universal • Santa Fe Springs, CA • 17min ago

Management & Administrative

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

17min ago

Go to Apply

Security Officer for Warehouse Access

Allied Universal • Santa Fe Springs, CA • 18min ago

Management & Administrative

18min ago

Go to Apply

Security Officer for Fashion Warehouse

Allied Universal • Santa Fe Springs, CA • 19min ago

Retail & Hospitality

19min ago

Go to Apply

Security Officer - Logistics Warehouse

Allied Universal • Santa Fe Springs, CA • 20min ago

Management & Administrative

20min ago

Go to Apply

$23/hr Bank Teller | Job Opportunity

TEKsystems • Long Beach, CA • 1h ago

Finance, Accounting & Banking

Bank Teller - Entry to Mid-Level Now hiring Bank Tellers in Long Beach, CA! Great opportunity to join a top financial institution and grow your career in banking. Why Apply? Stable, full-time schedule Work with a Fortune...

1h ago

Go to Apply

Medical Assistant

Health Advocates Network • Chino Hills, CA • 3h ago

Hospital & Medical

Benefits We Offer: Comprehensive health, prescription, dental, vision, life, and disability plans Competitive pay rates Referral opportunities ? Refer a friend & Cash in! Travel reimbursement and per diem allowances...

3h ago

Go to Apply

Program Manager IV (Finance, Data Analytics, Advanced Excel & Power Query)

Kaiser Permanente • Downey, CA • 3h ago

Finance, Accounting & Banking

Job Summary: Manages medium-to-large scale programs or components with multiple workstreams and strategic business goals across departments, functions, or regions with responsibility and accountability for achieving prog...

3h ago

Go to Apply

Executive Assistant, Finance

Virgin Galactic • Tustin, CA • 3h ago

Finance, Accounting & Banking

The Executive Assistant provides professional support to the Chief Financial Officer, which includes project management as well as administrative support responsibilities. Will be expected to independently set-up and man...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)