About the Role
Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large and/or highly complex clients. Serves as the primary point of contact for clients regarding daily administration and addresses general inquiries or facilitates requests.
Responsibilities
- Oversee client relationships, making appropriate recommendations for routine internal business activities.
- Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings.
- Manage daily implementation of client strategies.
- Foster client relationships with assigned client base, serving as primary point of contact for the client.
- Make recommendations for services to correct and/or enhance the client experience.
- Resolve problems and respond to client requests in a timely manner.
- Manage relationships with internal and external service partners.
- Assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.
- Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that 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.
- Provide effective support of team members.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite.
- Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Complete other related duties as assigned.
Requirements
- 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.
- Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact.
- 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.
- Strong analytical ability.
- 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.
Skills
- Customer service
- Client relationship management
- Communication skills
- Interpersonal skills
- Analytical ability
- Software applications
Location
- Buffalo, New York, United States of America
Work Type
- Full-time
Experience Level
- 1+ year relevant work experience
- 4+ years higher education and/or work experience
Education Level
- Bachelor's degree in Finance, Business, Economics or Accounting
- CCTS certification
Salary/Compensations
- $22.61 - $37.67 Hourly (USD)
About the Company
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
