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Senior Fiduciary Client Service Administrator in Palm Beach, FL at M&T Bank

Date Posted: 11/14/2018

Job Snapshot

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Job Description


Responsible for the administration of client relationships.


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 & Scope:

The position communicates internally and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, Certified Public Accountants (CPAs), tax accountants, etc., as required.

Required Qualifications:

Bachelor’s degree and a minimum of 2 years’ relevant industry experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant industry experience

Proficiency with personal computers as well as pertinent spreadsheet, word processing and presentation software

Demonstrated verbal and written communication skills

Demonstrated presentation skills

Prior experience listening and accurately interpreting client needs

Experience developing relationships and interacting effectively with internal and external partners

Experience expanding and retaining client relationships including building a significant level of trust with clients

Preferred Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or related field

Minimum of 3 years’ relevant industry experience

Certified Financial Planner (CFP) designation

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.