GCM Client Administrator IV

Overview

This role leads Global Capital Markets trust or entity administration and servicing for high net-worth private and institutional clients. You will support senior account relationship managers and may serve as administrator for large and/or highly complex clients. The position acts as the primary point of contact/relationship lead for assigned clients, maintaining daily contact to address inquiries and facilitate client requests.

Responsibilities

• Oversee client relationships and make appropriate recommendations regarding the design and administration of institutional and/or corporate trust accounts.
• Assist senior account representatives in revenue-generating activities, including preparing documents for and participating in meetings.
• Manage day-to-day implementation of client strategies as required.
• Serve as primary point of contact for assigned client base; recommend 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; escalate issues requiring immediate attention and resolve other issues through the normal course of business.
• Process related transactions, including:
  • Collecting critical documents
  • Processing cash disbursements
  • Processing trades and account balances
  • Establishing new accounts
  • Facilitating client requests for discretionary distributions and trust terminations
• Ensure proper administrative management for accounts under responsibility.
• Maintain a high level of industry knowledge relevant to the business; stay current on applicable industry news and be able to articulate knowledge internally and externally.
• 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 accordance with the company’s risk appetite; identify risk-related issues requiring escalation.
• Maintain internal control standards, including timely implementation of internal and external audit points and issues raised by external regulators as applicable.
• Contribute to process improvements, procedures, and strategic decisions related to the role.
• Complete other related duties as assigned.

Scope of Responsibilities

• 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 communications 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 relevant software applications, with ability to rapidly learn new applications.
• Experience working in a team environment.
• Strong interpersonal skills with the ability to build significant trust with clients, with empathy and genuine interest in working with people.
• Self-confident.
• 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

The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The 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 pay range applicable to the successful candidate may vary based on location.

Location

Clanton, Alabama, United States of America