GCM Client Administrator III

GCM Client Administrator III

Requirements

• 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, including escrow, KYC, and/or document review with direct client contact
• Strong focus on customer service and satisfaction
• Excellent verbal and written communications skills

Responsibilities

• Oversee client relationships, making appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representative(s) in revenue generating activities by providing appropriate recommendations, preparing and reviewing documents for and participating in meetings. Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for escrow and KYC 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 a high level of 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, coaching and/or mentoring of any assigned team associates.
• 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.
• 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.

Preferred Qualifications

• Bachelor’s degree focused on Finance, Business, Economics or Accounting and a minimum of 2 years’ relevant work experience with direct client contact
• CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus
• Strong skills in pertinent software applications, with ability to rapidly learn new applications
• Experience working in a team environment
• Strong 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
• Strong analytical ability
• Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit
• Experience contributing to positive working relationships and maintain integrity and professionalism