Global Capital Markets Client Administrator I - Loan Agency (Hybrid)

About the role

This position assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. It involves supporting the Relationship Manager, managing client relationships, and ensuring proper administrative management for accounts under responsibility.

Responsibilities

• Supports the Relationship Manager with oversight of client relationships and makes appropriate recommendations regarding routine internal business activities.
• Aids account representatives in revenue-generating activities by providing recommendations and preparing documents for meetings.
• Manages daily implementation of client strategies as required.
• Fosters client relationships by serving as the primary point of contact and making recommendations to enhance the client experience.
• Solves problems and responds to client requests promptly.
• Manages relationships with internal and external service partners, assessing issues requiring immediate attention and resolving others through normal business processes.
• Develops and maintains industry knowledge relevant to the business and communicates this knowledge internally and externally.
• Remains current on industry news and corporate policies and procedures related to the administrative role.
• Ensures compliance with company risk and regulatory standards, policies, and controls.
• Promotes a supportive and professional work environment.
• Maintains M&T internal control standards and implements internal and external audit points as needed.
• Completes other related duties as assigned.

Requirements

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Qualifications

• Bachelor’s degree focused on Finance, Business, Economics, or Accounting.
• Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus.
• Skilled in pertinent software applications and able to learn new ones.
• Experience working in a team environment.
• Interpersonal skills to build trust with clients.
• Strong analytical abilities.
• Ability to develop strong working relationships with administrative support areas.

Skills

• Customer service and satisfaction.
• Verbal and written communication skills.
• Software proficiency.
• Teamwork and collaboration.
• Interpersonal skills.
• Analytical skills.

Benefits

The benefits package includes health insurance, retirement plans, and paid time off.

Pay

The pay range for this position is $22.61 - $37.67 per hour (USD).

Schedule

The schedule is typically full-time, but flexible arrangements may be considered based on the needs of the position and the individual.