Institutional Client Services Administrator II

Location: Buffalo, New York, United States of America

Salary: $22.61–$37.67 hourly

Company

M&T Bank provides banking and Global Capital Markets trust services for private and institutional clients.

What you will do

• Administer trust and entity accounts for high-net-worth private and institutional clients.
• Serve as the primary point of contact for assigned clients and respond to daily inquiries and requests.
• Process account transactions, including cash disbursements, trades, account balances, new accounts, discretionary distributions, and trust terminations.
• Support account representatives with client meetings, documentation, recommendations, and implementation of client strategies.
• Coordinate with internal and external service partners to resolve operational issues.
• Maintain account controls and escalate risk, audit, and regulatory issues in accordance with company standards.

Requirements

• At least four combined years of higher education and/or work experience, including at least one year of relevant experience with direct client contact.
• Strong customer service, verbal communication, and written communication skills.
• Knowledge of corporate policies, procedures, risk standards, and administrative controls.
• Strong analytical, interpersonal, and relationship-building skills.
• Ability to work effectively with clients, administrative support areas, and team members.

Nice to have

• Bachelor’s degree in Finance, Business, Economics, or Accounting.
• CCTS certification for a corporate trust focus.
• Experience with pertinent software applications and working in a team environment.
• Experience working with highly capable and successful individuals.

Culture & Benefits

• Commitment to fair, competitive, and market-informed compensation.
• Work guided by company risk, regulatory, audit, and internal control standards.
• Environment focused on belonging, integrity, professionalism, and positive working relationships.