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Client Administrator I- Minneapolis- Global Capital Markets - 3DJ4N in Minneapolis, MN at M&T Bank

Date Posted: 6/29/2018

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Job Description

Responsible for limited aspects of trust or entity administration, servicing of high net-worth private and institutional clients for Global Capital Markets (GCM). May serve as portfolio administrator for medium to large (as defined by business) and/or complex portfolios. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with trust clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions, trust terminations, etc. Ensures proper administrative management for accounts under responsibility, with supervision.
Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
Actively assist account representative(s) in revenue generating activities by providing appropriate recommendations and preparing documents for meetings. Manage daily implementation of client strategies as required.
Foster client relationships with assigned client base, serving as 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.
Proactively 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 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 as requested.
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 diversity 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.
The position has direct contact with Global Capital Market (GCM) clients, internal resources and external (i.e. clients/customers, investment professionals, attorneys, etc.) professionals/businesses in support of client relationships. The position supports activities of various professionals including Fiduciary Advisors, Relationship Managers, Unit Managers and Supervisors. Also, the position works within a team environment that requires not only individual focus but actions that support the group as a whole. The position requires the incumbent to have the ability to work on multiple tasks under limited supervision in a fast-paced environment.
May provide support to less experienced personnel.
Bachelor’s degree and a minimum of 1 years’ relevant work experience with direct client contact, or in lieu of a degree, a combined minimum of 5 years higher education and/or work experience, including a minimum of 1 years’ relevant work experience with direct client contact.
Demonstrated focus on customer service and satisfaction; direct client contact.
Demonstrated verbal and written communications skills.
Degree focus on Finance/Business.
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus.
Demonstrated skills in pertinent software applications, with ability to learn new applications.
Demonstrated interpersonal skills with ability to build significant level of trust with clients; empathy and a real interest in working with people.
Self-confident and proven ability to work well with highly capable and successful individuals.
Demonstrated analytical ability.
Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit.
Ability to contribute to positive working relationships and maintain integrity and professionalism.
We encourage candidates with relevant military experience to apply.
About M&T
At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T. As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future.M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.


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