15 часов назад
Global Capital Markets Client Administrator III (Finance)
28 - 47$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Global Capital Markets Client Administrator III (Finance): Administering trust and entity accounts for high-net-worth private and institutional clients with an accent on client relationship management, transaction processing, and regulatory controls. Focus on coordinating complex account administration, resolving client and service-partner issues, and maintaining risk and audit standards.
Location: Wilmington, Delaware, United States of America
Salary: $28.60–$47.66 per hour
Company
M&T Bank provides banking and financial services, including trust and capital markets administration for private and institutional clients.
What you will do
- Administer global capital markets trust and entity accounts for high-net-worth private and institutional clients.
- Serve as a primary client contact, manage daily requests, resolve issues, and recommend services that improve the client experience.
- Process transactions including cash disbursements, trades, account balances, new account setup, discretionary distributions, and trust terminations.
- Support senior account representatives with client strategies, recommendations, meeting preparation, and revenue-generating activities.
- Coordinate with internal and external service partners while escalating urgent issues and maintaining effective controls.
- Provide guidance or mentoring to less experienced associates and maintain compliance with risk, regulatory, audit, and internal control standards.
Requirements
- Bachelor’s degree and at least 1 year of relevant experience involving direct client contact, or a combined minimum of 5 years of higher education and/or 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 develop trusted relationships with clients and collaborate effectively with internal administrative support areas.
- Strong analytical, interpersonal, organizational, and problem-solving skills.
- Ability to understand and follow corporate policies, risk standards, regulatory requirements, and internal controls.
Nice to have
- Bachelor’s degree in Finance, Business, Economics, or Accounting with at least 2 years of relevant direct client-contact experience.
- CCTS certification for a corporate trust focus.
- Experience with pertinent software applications and the ability to learn new applications quickly.
- Experience working in a team environment and supporting highly capable clients and colleagues.
Culture & Benefits
- Work includes collaboration with internal and external service partners.
- The role supports belonging and reflects the M&T Bank brand.
- Compensation is market-informed and determined by the candidate’s knowledge, skills, and experience within the stated pay range.
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