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. You will act as a primary point of contact/relationship lead, maintain daily client contact to address inquiries and facilitate requests, and manage trust administration activities including transaction processing and account setup.

Responsibilities

• Oversee client relationships and make appropriate recommendations regarding the design and administration of institutional and/or corporate trust accounts.
• Assist senior account representative(s) with revenue-generating activities by preparing documentation and participating in client meetings.
• Manage day-to-day implementation of client strategies as required.
• Serve as primary point of contact for assigned clients; make recommendations to correct and/or enhance the client experience.
• Resolve client issues and respond to client requests in a timely manner.
• Manage relationships with internal and external service partners; assess issues requiring immediate attention and work to resolve other issues through standard processes.
• 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 applicable to the business; articulate that knowledge internally and externally and remain current on relevant industry news.
• Demonstrate in-depth knowledge of corporate policies and procedures related to administrative responsibilities 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 organization’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 knowledge to process, procedures, and strategic decisions related to the role.
• Complete other related duties as assigned.

Scope of Responsibilities

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

Requirements

• 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

Preferred Qualifications

• 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 the ability to rapidly learn new applications
• Experience working in a team environment
• Strong interpersonal skills with ability to build trust with clients; empathy and genuine interest in working with people
• 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 is informed by the candidate’s combination of knowledge, skills, and experience and may vary based on location.

Location

• Clanton, Alabama, United States of America