GCM Client Administrator IV

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

📋 Description

• Oversee all facets of Global Capital Markets trust or entity administration and servicing for affluent private and institutional clients.

• Assist senior account relationship managers in their functions.

• Act as the administrator for large and/or particularly complex clients.

• Serve as the primary point of contact or relationship manager for clients.

• Maintain regular communication with clients to address inquiries and facilitate their requests.

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

• Ensure effective administrative management for assigned accounts.

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

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

• Support senior account representatives in revenue-generating activities, document preparation, and client meetings.

• Oversee the daily implementation of client strategies.

• Manage relationships with internal and external service partners, resolving any issues that arise.

• Stay informed about industry trends and communicate relevant information both internally and externally.

• Apply corporate policies and procedures effectively in complex scenarios.

• Maintain controls to minimize potential losses.

• Provide support, coaching, and mentoring to designated associates.

• Comply with risk and regulatory standards, policies, and controls; escalate any risk issues as necessary.

• Foster a sense of belonging and represent the M&T Bank brand positively.

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

• Mentor and guide less experienced personnel.

• Perform other related duties as assigned.

⛳️ Requirements

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

• 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 for those with a corporate trust focus.

• Proficient in relevant software applications, with a capacity to quickly learn new applications preferred.

• Experience in a team-oriented environment preferred.

• Strong interpersonal skills with the ability to establish a high level of trust with clients; empathy and a genuine interest in working with people are preferred.

• Self-confident demeanor preferred.

• Proven ability to collaborate effectively with highly capable and successful individuals preferred.

• Advanced analytical skills preferred.

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

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

🏝️ Benefits

• Comprehensive health insurance packages.

• Retirement savings plans with employer matching.

• Generous paid time off and flexible work arrangements.

• Professional development opportunities and educational assistance.