Global Capital Markets Client Administrator III - Costa Mesa

Location: Costa Mesa, California, United States of America

Salary: $30.16–$50.26 per hour

Company

M&T Bank provides banking and financial services, including trust and capital markets administration.

What you will do

• Lead administration and servicing for institutional, corporate trust, and high-net-worth client accounts.
• Serve as the primary client contact, resolve requests, and recommend services that improve the client experience.
• Process account transactions, including documentation, cash disbursements, trades, balances, new accounts, distributions, and trust terminations.
• Support senior account representatives with client strategies, recommendations, meeting preparation, and revenue-generating activities.
• Coordinate internal and external service partners, escalate risks, and maintain appropriate controls.
• Provide coaching and guidance to less experienced associates while maintaining audit and regulatory standards.

Requirements

• Bachelor’s degree and at least 1 year of relevant experience with direct client contact, or a combined minimum of 5 years of higher education and work experience including at least 1 year of relevant client-contact experience.
• Strong customer service focus and excellent verbal and written communication skills.
• Ability to build trusted client relationships and work effectively with internal and external partners.
• Strong analytical, interpersonal, organizational, and problem-solving skills.
• Ability to follow corporate policies, risk standards, internal controls, and regulatory requirements.

Nice to have

• Bachelor’s degree in Finance, Business, Economics, or Accounting with at least 2 years of relevant client-contact experience.
• CCTS certification for a corporate trust focus.
• Experience with pertinent software applications and working in a team environment.
• Experience supporting administrative functions in a financial services business.

Culture & Benefits

• Market-informed compensation based on knowledge, skills, and experience.
• Work includes maintaining a professional environment that supports belonging and reflects the M&T Bank brand.
• Responsibilities include ongoing industry knowledge development and adherence to risk, regulatory, and audit standards.