GCM Client Administrator IV

Overview

This role leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. The position supports senior account relationship managers and may serve as administrator for large and/or highly complex clients. You will act as the primary point of contact for clients, maintaining daily communication to address inquiries and facilitate client requests. Responsibilities include processing related transactions such as collecting critical documents, cash disbursements, trades and account balances, establishing new accounts, and supporting requests for discretionary distributions and trust terminations.

Responsibilities

• Oversee client relationships and provide appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representative(s) in revenue-generating activities by preparing documents, providing recommendations, and participating in meetings.
• Manage day-to-day implementation of client strategies as required.
• Serve as primary point of contact for an assigned client base; foster client relationships and recommend services to correct and/or improve the client experience.
• Resolve client problems and respond to client requests in a timely manner.
• Manage relationships with internal and external service partners; address issues requiring immediate attention and resolve other issues through normal business processes.
• Develop, maintain, and communicate a high level of industry knowledge relevant to the business.
• Demonstrate in-depth knowledge of corporate policies and procedures related to the administrative role in complex situations.
• Maintain appropriate controls to minimize losses.
• Provide effective support, coaching, and/or mentoring to assigned team associates.
• Understand and adhere to risk and regulatory standards, policies, and controls in alignment with the organization’s Risk Appetite; identify risk-related issues for escalation to management.
• Maintain internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators, as applicable.
• Contribute to process, procedures, and strategic decisions related to the role.
• Complete other related duties as assigned.

Scope of Responsibilities

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

Education and Experience Required

• Bachelor’s degree and a minimum of 2 years’ relevant work experience with direct client contact,
  OR
• In lieu of a degree: a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ relevant work experience with direct client contact.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communication skills.

Education and Experience Preferred

• Degree focus on Finance, Business, Economics or Accounting.
• CCTS (Certified Corporate Trust Specialist) certification (if corporate trust focus).
• Strong skills in pertinent software applications, with the ability to rapidly learn new applications.
• Experience working in a team environment.
• Strong interpersonal skills, including the ability to build trust with clients, empathy, and genuine interest in working with people.
• Self-confidence and a proven ability to work well with highly capable and successful individuals.
• Advanced analytical ability.
• Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit and/or division.
• Experience contributing to positive working relationships while maintaining integrity and professionalism.

Compensation & Benefits

• Pay range: $62,200.00 - $103,600.00 Annual (USD)
• Specific compensation will be based on the candidate’s combination of knowledge, skills, and experience.
• The range listed corresponds to the national pay range for this role; the applicable range may vary based on location.

Location

• Clanton, Alabama, United States of America