GCM Client Administrator IV

Overview

Leads global capital markets trust or entity administration and servicing for high net-worth private and institutional clients. Supports senior account relationship managers and may serve as administrator for large and/or highly complex clients. Acts as the primary point of contact or relationship lead, maintaining daily client contact to address general inquiries and facilitate client requests.

Responsibilities

• Oversee client relationships, making appropriate recommendations regarding design and administration of institutional and/or corporate trust accounts.
• Assist senior account representatives with revenue-generating activities by preparing documents for and participating in client meetings.
• Manage daily implementation of client strategies as required.
• Foster and maintain relationships with an assigned client base; serve as the primary point of contact for clients.
• Resolve client issues and respond to client requests in a timely manner.
• Process related transactions, including collecting critical documents, processing cash disbursements, managing trades and account balances, establishing new accounts, and facilitating client requests for discretionary distributions and trust terminations.
• Ensure proper administrative management for accounts under responsibility.
• Manage relationships with internal and external service partners; address issues requiring immediate attention and resolve other issues through standard processes using available resources.
• Maintain in-depth industry knowledge applicable to the role; stay current on industry news relevant to the line of business.
• Demonstrate in-depth knowledge of corporate policies and procedures related to the administrative role in complex situations.
• Provide and maintain appropriate controls to minimize losses.
• Support, coach, and/or mentor 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 addressing issues raised by external regulators, as applicable.
• Contribute knowledge to process, procedures, and strategic decisions related to the role.
• Perform other related duties as assigned.

Scope of Responsibilities

• 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 pertinent software applications, with the 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 a 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

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

Location

• Clanton, Alabama, United States of America