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Client Administrator II - Insurance Collateral Solutions - 3DKM5 in Wilmington, DE at M&T Bank

Date Posted: 8/28/2018

Job Snapshot

Job Description

Client Administrator ll

Wilmington, DE

 

 

BASIC FUNCTION:
Responsible for most aspects of trust or entity administration, servicing of high net-worth private and institutional clients. Supports revenue-generating activities by supporting junior account representatives with limited supervision. May serve as portfolio administrator for medium to large (as defined by business) and/or highly complex portfolios. Serves as point of contact for client regarding 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.
POSITION RESPONSIBILITIES:
Oversee client relationships, making appropriate recommendations for routine internal business activities.
Actively assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Demonstrated ability to 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.
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 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 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.
NATURE AND SCOPE:
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.
MANAGERIAL/SUPERVISORY RESPONSIBILITY:
May provide guidance to less experienced personnel or other staff.
MINIMUM QUALIFICATIONS REQUIRED:
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.
Strong focus on customer service and satisfaction; direct client contact.
Strong verbal and written communications skills.
IDEAL QUALIFICATIONS PREFERRED:
Degree focus on Finance/Business.
CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus.
Strong skills in pertinent software applications, with ability to learn new applications.
Strong 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.
Strong 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.