Global Capital Markets Trust and Pension Services Relationship Manager (Finance)

Location: Buffalo, New York, United States of America

Salary: $54,100–$90,100 annual (USD)

Company

M&T Bank is a banking organization providing trust, pension, and capital markets services.

What you will do

• Provide relationship management oversight and administration support for assigned institutional trust and pension accounts.
• Submit account activity, compliance reports, and annual account reviews accurately and on time.
• Act as a primary or secondary contact for clients, retirement plan participants, and pensioners, resolving routine inquiries.
• Maintain communications regarding regulatory, legal, accounting, and trust matters.
• Complete client billing, resolve aged receivables, and coordinate with experienced Relationship Managers.
• Monitor industry and regulatory developments, identify risks, and escalate issues to management.

Requirements

• Bachelor’s degree and at least 1 year of relevant experience, or a combined minimum of 5 years of higher education and/or work experience including at least 1 year of relevant experience.
• Strong proficiency with personal computers, word-processing, and spreadsheet software.
• Detail orientation, strong organization, problem-solving, and decision-making skills.
• Excellent customer service, verbal communication, and written communication skills.
• Ability to follow risk, regulatory, internal control, audit, and compliance standards.

Nice to have

• Bachelor’s degree in Finance or Business.
• At least 2 years of relevant experience.
• Retirement or trust administration experience.

Culture & Benefits

• Full-time employment within a team-based environment.
• Work focused on quality, accuracy, client service, and risk reduction.
• Responsibilities include supporting belonging and representing the M&T Bank brand.
• Compensation is market-informed and based on the candidate’s knowledge, skills, and experience.