GCM Client Administrator IV

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

📋 Description

• Oversees all facets of Global Capital Markets trust or entity administration and provides services to affluent private and institutional clients.

• Assists senior account relationship managers.

• Acts as the administrator for significant and/or highly intricate clients.

• Functions as the primary point of contact or relationship lead for clients, ensuring daily communication.

• Manages transactions, which include gathering essential documents, processing cash disbursements, executing trades, checking account balances, opening new accounts, handling discretionary distributions, and facilitating trust terminations.

• Guarantees effective administrative oversight for designated accounts.

• Offers suggestions regarding the design and management of institutional and/or corporate trust accounts.

• Aids senior account representatives in revenue-generating initiatives, documentation, and client meetings.

• Oversees the execution of client strategies.

• Cultivates client relationships, addresses issues, and responds to client inquiries.

• Manages relationships with internal and external service partners while resolving problems.

• Keeps abreast of industry knowledge and disseminates it both internally and externally.

• Implements corporate policies and procedures in complex scenarios.

• Maintains controls to reduce losses and complies with risk and regulatory standards.

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

• Identifies risk-related concerns for escalation.

• Upholds internal control standards and addresses audit and regulatory matters.

• May mentor and guide junior personnel.

• Completes other related tasks as assigned.

⛳️ Requirements

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

• Strong emphasis on customer service and client satisfaction.

• Exceptional verbal and written communication abilities.

• Educational background focused on Finance, Business, Economics, or Accounting.

• CCTS (Certified Corporate Trust Specialist) certification preferred for corporate trust specialization.

• Proficient in relevant software applications, with a quick aptitude for learning new tools.

• Experience collaborating within a team environment.

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

• Self-assured and confident.

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

• Advanced analytical skills.

• Demonstrated ability to establish strong working relationships with administrative support teams 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 matching.

• Opportunities for professional development and certification.

• Flexible working hours and remote work options.