Job details

GCM Client Administrator I

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Overview:

Assists with limited aspects of Global Capital Markets trust or entity administration and 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 and trust terminations. Ensures proper administrative management for accounts under responsibility, with supervision.

Primary Responsibilities:

Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
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.
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.

Scope of Responsibilities:

This position works under supervision and may provide support to less experienced personnel.

Education and Experience Required:

Combined minimum of 3 years higher education and/or work experience

Demonstrated focus on customer service and satisfaction

Demonstrated verbal and written communication skills

Education and Experience Preferred:

Bachelor’s degree focused on Finance, Business, Economics and Accounting

Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus

Demonstrated skills in pertinent software applications, with ability to learn new applications

Experience working in a team environment

Demonstrated 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

Demonstrated analytical ability

Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit

Ability to contribute 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 $20.43 - $34.05 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Minneapolis, Minnesota, United States of America

Average salary estimate

$56625 / YEARLY (est.)

min

max

$42500K

$70750K

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What You Should Know About GCM Client Administrator I, MTB

Are you looking for an exciting opportunity to jumpstart your career in finance? M&T Bank is seeking a GCM Client Administrator I based in Minneapolis, MN, to join our dynamic Global Capital Markets team. In this role, you'll assist in the administration and servicing of high net-worth private and institutional clients, providing valuable support to the Relationship Manager and helping ensure an exceptional client experience. You’ll be the go-to person for managing client inquiries, processing various transactions, and fostering strong relationships with clients and internal partners alike. On a daily basis, you'll engage with clients to address their needs, process essential documents, and aid in establishing new accounts or facilitating trust terminations. Not only will you develop key industry knowledge and stay abreast of market trends, but you’ll also have the chance to contribute to a collaborative work environment where diversity is valued. At M&T Bank, we strive to create an atmosphere of trust and support, where each team member can thrive. If you are passionate about providing top-notch customer service, possess strong communication skills, and are eager to learn, we want to hear from you. Join us as we work together to enhance our clients' experiences while promoting a fulfilling and inclusive workplace culture!

Frequently Asked Questions (FAQs) for GCM Client Administrator I Role at MTB

What are the primary responsibilities of a GCM Client Administrator I at M&T Bank?

As a GCM Client Administrator I at M&T Bank, your primary responsibilities include supporting the Relationship Manager in overseeing client relationships, assisting with revenue-generating activities, managing daily client strategies, and resolving client inquiries in a timely manner. You’ll also develop and maintain industry knowledge, ensuring proper administrative management of accounts while following corporate policies and controls.