Global Capital Markets Client Admin II

M&T Bank • Costa Mesa, CA • 2h 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

$23/hr Bank Teller | Job Opportunity

TEKsystems • Long Beach, CA • 28min 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...

28min ago

Go to Apply

Medical Assistant

Health Advocates Network • Chino Hills, CA • 1h 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...

1h ago

Go to Apply

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

Kaiser Permanente • Downey, CA • 2h 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...

2h ago

Go to Apply

Executive Assistant, Finance

Virgin Galactic • Tustin, CA • 2h 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...

2h ago

Go to Apply

MAINTENANCE (H)

ABM Industries • Santa Ana, CA • 2h ago

Retail & Hospitality

Overview We are seeking a reliable Part-Time Maintenance responsible for maintaining a clean, safe, and welcoming environment for patrons across multiple parking facilities. Key Responsibilities: Clean and maintain three...

2h ago

Go to Apply

JANITORIAL CLEANER

ABM Industries • Irvine, CA • 2h ago

Manufacturing & Warehouse

Overview We are looking for a reliable and experienced Janitorial Cleaner to perform a variety of cleaning duties to ensure a clean, safe, and orderly environment across assigned facilities. This role plays a critical pa...

2h ago

Go to Apply

Floater Parking Lead

ABM Industries • Tustin, CA • 2h ago

Manufacturing & Warehouse

Overview This role oversees a staff to ensure that all functions are carried out in a correct and timely manner. Pay: $23.00 per hour The pay listed is the hourly range or the hourly rate for this position. A specific of...

2h ago

Go to Apply

Airline Passenger Assistant

ABM Industries • Long Beach, CA • 2h ago

Manufacturing & Warehouse

Overview We are looking for a reliable and experienced Airline Passenger Assistant, also known as the Wheelchair Agent, to fulfill airline passenger service obligations for passengers who require or request wheelchair as...

2h ago

Go to Apply

Payroll & Billing Specialist

Spread Your Wings, LLC. • Garden Grove, CA • 2h ago

Finance, Accounting & Banking

THIS IS NOT A REMOTE POSITION Due to company growth, we are looking for our next payroll-billing specialist to join our team in Garden Grove. SOLID TRAINING AND SUPPORT This position requires knowledge working with HR pa...

2h ago

Go to Apply

Purchasing Agent, Associate

Southland Industries • Garden Grove, CA • 2h ago

Management & Administrative

Position Summary This role is responsible for assisting the purchasing team with material orders, take-offs, will-call orders, data entry, expediting, invoicing errors and other duties that the Purchasing Manager determi...

2h ago

Go to Apply

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