Global Capital Markets Client Admin II
$47,029–$78,354 year
On-siteBuffalo, New York, United States
Job Summary
Oversee client relationships for high net-worth private and institutional clients, serving as the primary point of contact for daily administration and inquiries. Process all related transactions, including collecting documents, processing cash disbursements, trades, and account balances, while facilitating requests for discretionary distributions and trust terminations. Assist account representatives in revenue-generating activities by preparing documents and participating in meetings to manage daily implementation of client strategies. Resolve problems and respond to client requests timely, while managing relationships with internal and external service partners. Maintain industry knowledge and adhere to corporate policies and risk standards to minimize losses and support team members.
Required Qualifications
- Combined minimum of 4 years' higher education and/or work experience
- Minimum of 1 year relevant work experience with direct client contact
- Strong focus on customer service and satisfaction
- Strong verbal and written communication skills
- Demonstrate the ability to articulate industry knowledge internally and externally
- Remain current on industry news applicable to the line of business
- Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role
- Provide and maintain appropriate levels of controls to minimize losses
- Understand and adhere to the Company's risk and regulatory standards, policies and controls
- Identify risk-related issues needing escalation to management
- Maintain M&T internal control standards
- Complete other related duties as assigned
Desired Qualifications
- Bachelor's degree focused on Finance, Business, Economics or Accounting
- CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
- Strong skills in pertinent software applications, with ability to learn new applications
- Experience working in a team environment
- Strong 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 ability to develop strong working relationships with administrative support areas appropriate to the business unit
- Experience contributing to positive working relationships and maintaining integrity and professionalism
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