Institutional Client Services Administrator II at Wilmington Trust | Buffalo, NY, United States | Rezi

Institutional Client Services Administrator II at Wilmington Trust

Institutional Client Services Administrator II

Wilmington Trust · Buffalo, NY, United States

Today

Institutional Client Services Administrator II

Wilmington Trust · Buffalo, NY, United States

5 hours ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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.