Global Capital Markets Coordinator

7 days ago

Wilmington, Delaware, United States Wilmington Trust Full time

Job Summary:

The Client Services Administrator II will assist with various aspects of trust administration and client servicing for high net-worth private and institutional clients. This role will support less experienced account relationship managers with limited supervision and may serve as administrator for medium to large clients. The successful candidate will maintain daily contact with clients to address general inquiries and facilitate client requests.

Key Responsibilities:

  • Oversee client relationships and make recommendations for routine business activities.
  • Assist account representatives in revenue-generating activities by providing recommendations and preparing documents for meetings.
  • Foster client relationships with assigned clients, serving as primary point of contact and making recommendations for services to enhance the client experience.
  • Manage relationships with internal and external service partners and assess issues requiring immediate attention.
  • Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally.
  • 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.
  • Promote an environment that supports diversity and reflects the company brand.
  • Maintain M&T internal control standards.
  • 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:

A 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.

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