Current jobs related to GCM Client Administrator II - Costa Mesa, California - M&T Bank

  • Administrative Support Specialist II

    2 weeks ago

    Costa Mesa, California, United States Newport Beach & Company Full time

    **Job Summary**Under the direction of an assigned Director, perform a variety of primary administrative support functions of a difficult and complex nature in a department of a large organization. Key responsibilities include:Providing administrative support to senior-level executives and management teamsCoordinating and implementing administrative processes...

  • Sales Associate II

    2 days ago

    Costa Mesa, California, United States Tapestry Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate II to join our team at Coach, a global fashion house known for its modern luxury accessories and lifestyle collections. As a Sales Associate II, you will be responsible for delivering exceptional customer service, driving sales, and building strong relationships with our...

  • Client Support Analyst II

    3 weeks ago

    Costa Mesa, California, United States Experian Full time

    Job OverviewCompany Overview:Experian is a leading global data and technology firm, dedicated to creating opportunities for individuals and businesses worldwide. Our mission encompasses redefining lending practices, combating fraud, streamlining healthcare, developing marketing solutions, and providing in-depth insights into the automotive sector, all...

  • Client Support Analyst II

    3 weeks ago

    Costa Mesa, California, United States Experian Full time

    Job OverviewCompany Overview:Experian is a leading global data and technology organization, enabling opportunities for individuals and businesses worldwide. Our mission is to transform lending practices, mitigate fraud, streamline healthcare, create marketing solutions, and provide profound insights into the automotive sector, all through our unique blend of...

  • Client Relations Specialist

    4 weeks ago

    Costa Mesa, California, United States Haynes and Boone Full time

    About UsAt Haynes and Boone, our team is the cornerstone of our achievements. We recognize the significance of each individual's contribution to our exceptional legal services, and we seek individuals who will enhance our professional reputation, strengthen client relationships, and share in our collective success.Office OverviewOur Orange County office...

  • Healthcare Revenue Analyst II

    4 weeks ago

    Costa Mesa, California, United States Hoag Full time

    Salary Range: $ $ /hour. Actual compensation may vary based on geographic location, work experience, skill level, and education.The Healthcare Revenue Analyst II is a specialized professional with robust analytical expertise in a clinical setting, focusing on managed care and governmental reimbursement. This position acts as a financial consultant for both...

  • Client Support Specialist

    4 weeks ago

    Costa Mesa, California, United States Financial Partners Credit Union Full time

    Client Support Specialist - Administrative RoleAccountable for generating new business opportunities, managing endorsements, and fostering enduring relationships with clients.Seeking qualified licensed Property & Casualty Insurance Professionals.KEY RESPONSIBILITIES:Address inquiries from insurance providers and client concerns in a timely manner.Monitor and...

  • Client Relationship Associate

    2 weeks ago

    Costa Mesa, California, United States Zero Impact Solutions Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Client Relationship Associate to join our team at Zero Impact Solutions. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients.Key Responsibilities:Client Communication: Develop and maintain effective...

  • Client Relationship Associate

    2 weeks ago

    Costa Mesa, California, United States Zero Impact Energy Group Full time

    {"Job Overview": "We are seeking a highly motivated Client Relationship Associate to join our team at Zero Impact Energy Group. As a key member of our sales and customer service team, you will play a critical role in building and maintaining strong relationships with our clients.Responsibilities:* Develop and maintain relationships with existing clients and...

  • Client Relationship Specialist

    2 weeks ago

    Costa Mesa, California, United States Zero Impact Energy Group Full time

    Job OverviewThis is an entry-level role that requires highly motivated individuals with a background in sales or customer service, coupled with excellent communication skills. As a Client Relationship Associate, your primary responsibility will be to communicate updates and expectations to clients. Collaborating closely with sales and engineering teams, you...

  • Claims Adjuster II

    2 weeks ago

    Costa Mesa, California, United States Marriott International Inc Full time

    Job SummaryA Claims Adjuster II is responsible for the timely and effective management of self-administered casualty claims in multiple jurisdictions. This role involves investigating claims, evaluating damages, and negotiating settlements or denials. The ideal candidate will have a strong understanding of claims processes and procedures, as well as...

  • Client Services Representative

    4 weeks ago

    Costa Mesa, California, United States Zero Impact Solutions Full time

    Job OverviewPosition Summary:This role involves in-office work, operating from Monday to Friday, during standard business hours. We are seeking enthusiastic individuals who possess a background in sales or customer service, along with outstanding communication abilities. As a Client Engagement Specialist, your main duty will be to relay updates and set...

  • Client Relationship Associate

    4 days ago

    Costa Mesa, California, United States Zero Impact Energy Group Full time

    Job OverviewThis is an entry-level role in our Costa Mesa, CA office, working Monday - Friday, 9:00 AM to 6:00 PM. We're seeking highly motivated individuals with a background in sales or customer service, coupled with excellent communication skills.As a Client Relationship Associate, your primary responsibility will be to communicate updates and...

  • Renewable Energy Client Liaison

    2 days ago

    Costa Mesa, California, United States Zero Impact Solutions Full time

    Client Relationship AssociateWelcome to Zero Impact Solutions, a leading provider of renewable energy solutions. We are seeking a highly motivated and detail-oriented Client Relationship Associate to join our team.Key Responsibilities:Develop and Nurture Relationships: Build and maintain strong relationships with current and prospective clients,...

  • Client Support Specialist

    4 weeks ago

    Costa Mesa, California, United States LHH Recruitment Solutions Full time

    Position OverviewLHH Recruitment Solutions is seeking a dedicated Client Support Specialist to join our team in providing essential case management services. This role involves assisting clients with their needs, ensuring effective follow-ups, and managing administrative responsibilities. The ideal candidate will possess relevant experience in case...

  • Client Engagement Specialist

    3 weeks ago

    Costa Mesa, California, United States Zero Impact Solutions Full time

    Job OverviewPosition Summary:This role is designed for individuals eager to contribute to the renewable energy sector, focusing on electric vehicle charging solutions and related services. As a Client Relationship Associate, you will be instrumental in maintaining and enhancing client connections while collaborating with internal teams to ensure project...

  • Legal Administrative Assistant

    4 days ago

    Costa Mesa, California, United States The Law Offices of Daniel Kim Full time

    Job Title: Legal Administrative AssistantJob Summary: We are seeking a highly organized and detail-oriented Legal Administrative Assistant to join our team at The Law Offices of Daniel Kim. As a Legal Administrative Assistant, you will be responsible for providing administrative support to our attorneys and staff, ensuring the smooth operation of our...

  • Legal Administrative Assistant

    4 weeks ago

    Costa Mesa, California, United States Snell & Wilmer L.L.P. Full time

    Become a vital part of Snell & Wilmer L.L.P., a distinguished law firm operating in the Western United States, as a Legal Administrative Assistant. This position is designed to provide essential administrative support to our team of Legal Administrative Assistants, Attorneys, and Paralegals, ensuring the seamless delivery of exceptional legal services.If you...

  • Legal Administrative Assistant

    4 weeks ago

    Costa Mesa, California, United States Haynes and Boone Full time

    About Us: At Haynes and Boone, our team is the cornerstone of our achievements. We recognize the significance of each individual's contribution to our esteemed legal services, and we seek individuals who will enhance our professional reputation and foster client relationships. Our Practice: The Orange County office of Haynes and Boone caters to the demands...

  • Client Accounting Specialist

    4 weeks ago

    Costa Mesa, California, United States Cushman Wakefield Multifamily Full time

    Job TitleGOS Client AccountantJob Description SummaryThe Client Accountant plays a crucial role in managing the financial aspects of property management. This position is responsible for providing essential accounting, bill processing, and financial support to Property Managers. The Accountant will maintain and update financial records through various tools...

GCM Client Administrator II

3 months ago

Costa Mesa, California, United States M&T Bank Full time

Overview:

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding 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.

Primary Responsibilities:

  • Oversee client relationships, making appropriate recommendations for routine internal business activities.
  • Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies.
  • Foster client relationships with assigned client base, serving as primary 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 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 of team members.
  • 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.

Scope of Responsibilities:

The position may provide guidance to less experienced personnel or other staff.

Education and Experience Required:

Combined minimum of 4 years' higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact

Strong focus on customer service and satisfaction

Strong verbal and written communication skills

Education and Experience Preferred:

Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year 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 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 maintaining integrity and professionalism

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $ $40.49 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Costa Mesa, California, United States of America

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.