Global Capital Markets- Client Administrator l
Responsible for limited aspects of trust or entity administration, servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine 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, trust terminations, etc. Ensures proper administrative management for accounts under responsibility, with supervision.
Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
Actively assist account representative(s) in revenue generating activities by providing appropriate recommendations and preparing documents for meetings.
Manage daily implementation of client strategies as required.
Foster client relationships with assigned client base, serving as 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.
Proactively 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 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 as requested.
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 diversity 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.
Bachelor's degree, or in lieu of degree, a combined minimum of 4 years higher education and/or work experience
Demonstrated focus on customer service and satisfaction; direct client contact
Demonstrated verbal and written communication skills
Prior experience working in a team environment
Demonstrated skills in pertinent software applications, with ability to learn new applications
Demonstrated interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people
Self-confident and proven ability to work well with highly capable and successful individuals
Demonstrated analytical ability
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
Degree focus on Finance/Business/Economics/Accounting
Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
Ability to contribute to positive working relationships and maintain integrity and profession
We encourage candidates with relevant military experience to apply.
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.
Job Posting: Sep 11, 2018, 1:57:28 PM
Unposting Date: Ongoing