Global Capital Markets Client Admin II
$26.23 - $43.71 per hourM&T Bank Corporation
- # Global Capital Markets Client Admin IIApplyremote type: Hybrid Positionlocations: Costa Mesa, CAtime type: Full timeposted on: Posted Todayjob requisition id: R87800# **Overview:**Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility.## **Primary Responsibilities:*** Oversee client relationships, making appropriate recommendations for routine internal business activities.* Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies.* Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for 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; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources.* Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business.* 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 in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.* Promote an environment that supports belonging and reflects the M&T Bank brand.* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.* 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:**Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contactStrong focus on customer service and satisfactionStrong 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 contactCCTS (Certified Corporate Trust Specialist) certification if corporate trust focusStrong skills in pertinent software applications, with ability to learn new applicationsExperience working in a team environmentStrong interpersonal skills with ability to build significant level of trust with clientsSelf-confidentProven ability to work well with highly capable and successful individualsStrong analytical abilityDemonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unitExperience contributing to positive working relationships and maintaining integrity and professionalismM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.23 - $43.71 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.# **Location:**Costa Mesa, California, United States of America### About UsGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.**As an employer of choice, we are proud to offer** **competitive benefits** ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. ViewM&T’s Human Capital Report to learn more.**Ready to join our team?** Submit your application today!If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at View email address on click.appcast.io for assistance.M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.
- J-18808-Ljbffr M&T Bank Corporation
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Global Capital Markets Client Admin II in Costa Mesa, CA vacancy
$26.23 - $43.71 per hour
Dormont Manufacturing Co is seeking a qualified individual to assist with Global Capital Markets administration, focusing on servicing high net-worth clients. You will oversee client relationships, resolve issues, and ensure compliance with corporate policies. The role...SuggestedHourly pay- M&T Bank Corporation is seeking a Global Capital Markets Client Admin II in Costa Mesa, California. This hybrid position requires overseeing client relationships, assisting account representatives, and managing service partner communications. The ideal candidate will have...SuggestedWork experience placement
- BCG Attorney Search is seeking a mid-level Capital Markets Associate in Newport Beach. The role involves assisting with securities offerings and regulatory reporting for public companies. Candidates should have 3-6 years of experience, a Juris Doctor (JD), and strong knowledge...Suggested
- Job Overview A law firm seeks a mid-level Capital Markets Associate in Newport Beach. The ideal candidate will have experience in securities offerings and assisting public companies with reporting obligations. This role offers the opportunity to join a dynamic team with...Suggested
$26.23 - $43.71 per hour
...Global Capital Markets Trust Administrator Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision...SuggestedHourly payWork experience placementImmediate start- M&T Bank Corporation in Costa Mesa, California, seeks a skilled professional to assist with Global Capital Markets trust administration for high-net-worth clients. You will oversee client relationships, help account representatives in revenue activities, and manage client...
- ...supervision. Duties can usually be performed with brief instructions and require minimal previous clerical experience. The Office Assistant II classification performs a variety of clerical support duties involving independent judgment in the interpretation and application of...Permanent employmentWork at office
$225k
...Corporate Associate (3–5 years) to join its highly regarded Capital Markets & Public Companies practice. This is an excellent opportunity... ...and debt capital markets transactions ~ Work closely with clients on strategic corporate and transactional matters across a...Work at office- ...Customer Service Specialist (CSR Level II) As a Customer Service Specialist (CSR Level II), you play a key role in delivering a consistent, responsive customer experience while supporting efficient execution across the customer service organization. This role supports...
$75k - $77k
...Greystar is a leading, fully integrated global real estate platform offering expertise in... ...billion of real estate in more than 265 markets globally with offices throughout North America... ...community teams, business leaders, and clients on a dedicated portfolio of assets....Full timeLocal areaImmediate start- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...environment Understanding the working capital flows of real estate private equity, real... ...management products Prior experience in Global Payments, Treasury Management, or...Work experience placementWork at officeWork from homeShift workDay shift
- ...Office Assistant I/II Help build a stronger community! The Recreation and Community Services Department is seeking a friendly,... ...variety of forms, memoranda, correspondence, reports, records, and marketing materials. Copy, collate, staple and bind a variety of...Work at office
- ## Personal Banker (Member Service Representative II)Applyremote type: Onsitelocations: Santa Ana, CAtime type: Part timeposted on: Posted 11 Days Agojob requisition id: JR105717We’re always looking for diverse, talented, service-oriented people to join our exceptional...Night shiftDay shiftAfternoon shift
SchoolsFirst FCU
Santa Ana, CA2 days ago - Newport Mesa Unified School District is looking for an Office Assistant to provide clerical support under supervision. Responsibilities include preparing documents, maintaining records, and serving as a receptionist. Candidates should have a high school diploma and two ...Work at office
$15 - $24.25 per hour
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive... ...the Coach Guide to Style and Service standards. Build lasting client relationships through personalized styling, product expertise, and...Minimum wagePart timeWork experience placementFlexible hoursShift workNight shift$16.9 - $18.6 per hour
...vibrant team that embraces diversity, fosters collaboration, and prioritizes your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls, Homegoods, Homesense, Sierra, Winners, and TK Maxx, you'll...Hourly payTemporary workLocal areaHome officeTJX
Tustin, CA1 day ago$26 per hour
...Sales & Service Development Representative II Location: Irvine, CA On-site Job Type: Full-Time Compensation: $26/hour + monthly bonus incentives. Company Overview: Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and...Full time$15k
...and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...in our latest annual report. Summary / Function Marketing within D.A. Davidson Equity Capital Markets business is a highly visible position where the...Work experience placementWork at officeLocal areaD.A. Davidson’s Special District Group
Irvine, CA5 days ago$24 - $25 per hour
...Sales Coordinator Welcome to Pyramid Global Hospitality, where people come first. As a company that values its employees, Pyramid... ...after event completion. Send out thank-you cards/emails to clients and guests. Inventory and keep PARS on all office supplies,...Work at officeLocal areaWorldwideNight shift$29.5 per hour
...general office duties to support Sales & Marketing (e.g., filing, sending emails, typing,... ...events). Serve as the point of contact for clients and communicate with them by phone and... ...begin your purpose, belong to an amazing global team, and become the best version of you...Hourly payFull timeWork experience placementWork at officeLocal area- We are seeking a detail-oriented and analytical Marketing Data Analyst to join our clients team and play a key role in driving marketing performance and... ...analysis across new and existing initiatives, including: Global reporting Partner with cross-functional marketing...Temporary work
- ...Now hiring an experienced Netflix Marketing Assistant to coordinate campaigns and support marketing efforts. Work closely with your team to maintain high performance and efficiency. Stay adaptable to meet changing priorities and business needs. Perks include competitive...Immediate startFlexible hours
TradeJobsWorkforce
Santa Ana, CA3 days ago - ...We have an opening for a talented Netflix Marketing Assistant to gain knowledge of company offerings to better serve clients, assist with organizing, stocking, and general upkeep, and maintain accurate records and documentation. Other duties include follow safety procedures...Weekly payFlexible hoursShift work
TradeJobsWorkforce
Fountain Valley, CA2 days ago $17 - $20 per hour
...performance & experience) About the Role We're looking for sharp, motivated, and energetic individuals to join our Sales & Marketing team . This entry-level position is perfect for students, recent graduates, and ambitious individuals who want to build real-...Hourly payFull timePart timeImmediate startFlexible hoursARK MGT
Santa Ana, CA2 days ago$25.31 - $35.41 per hour
...basic credit review counseling for declined loans. Assists members with savings and deposit products (checking, certificate, money market, IRA) and remains proficient with fiduciary processes (trusts, fiduciary accounts, Power of Attorneys, Notary Public services)....Remote work$18 - $22 per hour
...such ministry functions as may be required by the organization; (ii) refrain from conduct and statements that detract from the... ...ups, itineraries and health forms. Responsible for fundraiser marketing. Construct and distribute camp brochures. Communicate with...Hourly payPart timeWork at officeRemote workFlexible hoursYoung Life
Newport Beach, CA5 days ago$23 - $29 per hour
...About JOEY Restaurants The JOEY Restaurant Group exists to deliver the ultimate dining experience. Our handcrafted, locally, and globally inspired menu offerings are created by award-winning chefs and presented by world-class hospitality leaders in modern, warm, and...Hourly payContract workWork experience placementWork at officeLocal areaFlexible hoursShift workJOEY Restaurants
Newport Beach, CA1 day ago$17 - $19 per hour
...Oak View Group Oak View Group (OVG) is the global leader in premium live entertainment infrastructure and services, with a platform... ...serves a collection of seven world-class owned venues and a client roster of the most iconic arenas, stadiums, convention centers,...Hourly payPart timeSeasonal workWork at officeLocal areaWeekend workAfternoon shiftOak View Group
Costa Mesa, CA5 days ago$93.4k - $122.64k
...New Equipment Sales Consultant Founded in 1910, KONE is a global leader that provides elevators, escalators and automatic building... ...with repeated recognitions by Forbes, Corporate Knights for clean capitalism and others. Are you ready to make your next career move to...Temporary workFor contractorsLocal areaFlexible hours- ...Passionate about innovation? Want to work for a global company that values integrity, teamwork,... ...Technical Services Representative I and II. Coordinate incoming requests for... ...literature, packaging, data sheets, and Marketing collateral. Represent Technical Services...Temporary workFor contractorsWork experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Global Capital Markets Client Admin II. Be the first to apply!
Related searches
- remote customer service advisor Costa Mesa, CA
- client service representative Costa Mesa, CA
- bilingual customer service representative spanish english Costa Mesa, CA
- technical customer service advisor Costa Mesa, CA
- insurance customer service advisor Costa Mesa, CA
- client solutions specialist Costa Mesa, CA
- customer service associate Costa Mesa, CA
- customer experience associate Costa Mesa, CA
- social service representative Costa Mesa, CA
- full time customer service associate Costa Mesa, CA