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Client Relationship Manager III - 3DGH8 in Buffalo, NY at M&T Bank

Date Posted: 2/16/2018

Job Snapshot

Job Description

Client Relationship Manager III Retirement & Institutional Services Wilmington Trust Buffalo, NY   Job Summary: The responsibility of the Client Relationship Manager III is to provide account management oversight of retirement and other employee benefit accounts with an established or new book of business. Working in a team environment, the position provides account specific administration and client services to the business.  Concentration on quality and accuracy of daily work, minimizing risk and relationship management.   Job Responsibilities: Account Responsibilities/Oversight: Oversee the processing activity in assigned accounts based on client directives in a timely and accurate manner. Work in a team environment providing support for other relationship managers. Verify activity reports daily. Monitor all reports for compliance and respond in designated timeframe. Perform Annual Account Reviews on assigned accounts. Complete client billing and resolve aged receivables timely. Maintain client communications on regulatory, legal, accounting, and account related matters. Look for automation and streamlining opportunities.   Relationship Management: Serve as a primary contact for client relationships for Institutional Retirement accounts. Provide proactive services to clients. Keep abreast of retirement industry trends and understand regulatory items. Partner with Client Development to look for cross-selling and growth opportunities. Analyze current fees for services being provided and implement fee adjustments.   Staff Development Foster a team environment. Serve as a mentor for junior relationship managers. Fully utilize staff by leveraging strengths and delegating recurring tasks as appropriate.   Minimum Qualifications Required: Bachelor’s degree and a minimum of 5 years work experience in administration of Corporate Retirement or related accounts, or in lieu of a degree, a combined minimum of 9 years higher education and/or work experience, including a minimum of 5 years work experience in administration of Corporate Retirement or related accounts.   Strong decision making and problem resolution skills. Experience in administration of retirement and employee benefit plans required.  Must be detail oriented and have strong customer service skills. Demonstrate a strong level of proficiency in the use of software packages such as Microsoft Office. Excellent oral and written communication skills. Organization and leadership skills.   Ideal Qualifications: A professional retirement industry certification, such as CRSP or CEBS Knowledge of SEI or other trust reporting system.   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.   
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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.