Global Capital Markets Client Administrator III

M&T Bank • Wilmington, DE • 6h ago

Overview:

Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients. Serves as primary point of contact or relationship lead for client. 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 regarding design and administration of institutional and/or corporate trust accounts.

Assist senior account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies as required.

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 a high level of 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, coaching and/or mentoring of any assigned team associates.

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 mentor and provide guidance to less experienced personnel or other staff.

Education and Experience Required:

Bachelor's degree and a minimum of 1 years' relevant work experience with direct client contact,

OR in lieu of a degree,

A combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 years' relevant work experience with direct client contact

Strong focus on customer service and satisfaction

Excellent verbal and written communications skills

Education and Experience Preferred:

Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 2 years' 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 rapidly 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 maintain 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 $28.60 - $47.66 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Wilmington, Delaware, United States of America

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

Similar Jobs

Branch QA Coordinator TW

TW Metals • Monroeville, NJ • 23min ago

Company Overview: TW Metals, LLC is a leading global distributor of Specialty Metals providing materials to the world's leading companies in the aerospace, defense and commercial sectors. TW Metals stocks and processes T...

23min ago

Go to Apply

Operations Manager

CVS Health • Thorndale, PA • 27min ago

Management & Administrative

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate...

27min ago

Go to Apply

Operations Manager

CVS Health • Downingtown, PA • 30min ago

Management & Administrative

30min ago

Go to Apply

Operation Manager

CVS Health • West Chester, PA • 30min ago

Management & Administrative

30min ago

Go to Apply

Operations Manager

CVS Health • Newark, DE • 30min ago

Management & Administrative

30min ago

Go to Apply

Operations Manager

CVS Health • West Chester, PA • 31min ago

Management & Administrative

31min ago

Go to Apply

Sr Manager, Regulatory Operations

Hologic • Newark, DE • 36min ago

Management & Administrative

Sr Manager, Regulatory Operations Newark, DE, United States Marlborough, MA, United States Job Summary: The Senior Manager, Regulatory Operations provides strategic and operational leadership to ensure compliant, efficie...

36min ago

Go to Apply

Nursing Supervisor

Penn Medicine • West Chester, PA • 1h ago

Hospital & Medical

Description Penn Medicine is dedicated to our tripartite mission of providing the highest level of care to patients, conducting innovative research, and educating future leaders in the field of medicine. Working for this...

1h ago

Go to Apply

Ambulatory Nurse II

Penn Medicine • Radnor, PA • 1h ago

Hospital & Medical

1h ago

Go to Apply

Nursing Supervisor per diem

Penn Medicine • West Chester, PA • 1h ago

Hospital & Medical

1h ago

Go to Apply

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