GCM Client Administrator I

About This Role

This role supports Global Capital Markets trust and entity administration for high net-worth and institutional clients, serving as a primary contact for routine inquiries and processing transactions. The position ensures proper administrative management under supervision.

Responsibilities

• Support the Relationship Manager with oversight of client relationships and make appropriate recommendations for internal business activities.
• Assist account representative(s) in revenue-generating activities by preparing documents for meetings and managing daily client strategies.
• Foster client relationships, serve as a point of contact, make service recommendations, and resolve client requests in a timely manner.
• Manage relationships with internal and external service partners, addressing urgent issues promptly and resolving others through normal business processes.
• Develop and maintain industry knowledge applicable to the business and articulate that knowledge internally and externally.
• Demonstrate knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points and issues from external regulators.

Requirements

• Combined minimum of 3 years higher education and/or work experience
• Demonstrated focus on customer service and satisfaction
• Demonstrated verbal and written communication skills

Qualifications

• Bachelor’s degree focused on Finance, Business, Economics and Accounting (preferred)
• Combined minimum of 3 years higher education and/or work experience

Nice to Have

• Bachelor’s degree focused on Finance, Business, Economics and Accounting
• Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
• Demonstrated skills in pertinent software applications, with ability to learn new applications
• Experience working in a team environment
• Demonstrated 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
• 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