GCM Client Administrator, IV

This is a fully remote position, open to applicants in Alabama.

📋 Description

• Direct all facets of Global Capital Markets trust or entity management and the servicing of affluent private and institutional clients.

• Assist senior account relationship managers.

• Act as the administrator for large and/or highly intricate clients.

• Serve as the primary contact or relationship lead for clients.

• Maintain daily communication with clients to respond to inquiries and facilitate requests.

• Execute transactions, which include gathering essential documents, cash disbursements, trades, account balances, new account setups, discretionary distributions, and trust terminations.

• Ensure appropriate administrative oversight for assigned accounts.

• Contribute expertise to processes, procedures, and strategic decision-making.

• Manage client relationships and suggest designs and administration for institutional and/or corporate trust accounts.

• Support senior account representatives with revenue-generating activities, documentation, and meetings.

• Oversee client strategies and relationships with both internal and external service partners.

• Cultivate and sustain industry knowledge, sharing it within the organization and externally.

• Implement corporate policies and procedures in complex scenarios.

• Maintain controls to reduce potential losses.

• Provide support, coaching, and mentorship to assigned associates.

• Comply with risk and regulatory standards while escalating risk-related concerns.

• Advocate for inclusivity and promote the M&T Bank brand.

• Uphold internal control standards and execute audit and regulatory action items.

• Mentor and guide less experienced staff or personnel.

• Perform other related duties as assigned.

⛳️ Requirements

• Bachelor's degree with a minimum of 2 years of relevant work experience involving direct client interaction, OR, in lieu of a degree, a combined total of 6 years of higher education and/or work experience, including at least 2 years of relevant experience with direct client contact.

• Strong emphasis on customer service and satisfaction.

• Exceptional verbal and written communication skills.

• Preferred degree focus in Finance, Business, Economics, or Accounting.

• CCTS (Certified Corporate Trust Specialist) certification preferred if focused on corporate trust.

• Proficient in relevant software applications, with the capability to quickly learn new systems.

• Experience in a collaborative team environment.

• Strong interpersonal abilities with the capacity to establish a high level of trust with clients; demonstrating empathy and a genuine interest in working with individuals.

• Self-assured and confident.

• Proven capability to collaborate effectively with highly skilled and successful individuals.

• Advanced analytical skills.

• Demonstrated ability to cultivate strong working relationships with administrative support areas relevant to the business unit and/or division.

• Experience in fostering positive working relationships while maintaining integrity and professionalism.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Generous paid time off and holidays.

• Opportunities for professional development and growth.