Overview:
Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. May serve as administrator for medium to large (as defined by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with 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 and trust terminations. Ensures proper administrative management for accounts under responsibility, with supervision.
Primary Responsibilities:
- Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
- 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.
- 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 belonging 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.
Scope of Responsibilities:
This position works under supervision and may provide support to less experienced personnel.
Education and Experience Required:
Combined minimum of 3 years higher education and/or work experience
Demonstrated focus on customer service and satisfaction
Demonstrated verbal and written communication skills
Education and Experience Preferred:
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
Location
London, United Kingdom
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