Institutional Services
Financial Services
InstitutionalServicesAccountReview-ClientAdministratorII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Institutional Services Account Review - Client Administrator II at Institutional Services. Skills: Client administration, Account servicing, Transaction processing. Oversee client relationships. Make appropriate recommendations for routine internal business activities”
Industry & Context.
What They're Looking For.
Must Have
4 years higher education and/or work experience, 1 year relevant work experience, Direct client contact experience, Customer service experience, Satisfaction verbal and written communication skills
Nice to Have
Bachelor's degree Finance, Business, Economics or Accounting, 1 year relevant work experience, CCTS certification, Skills in pertinent software applications, Experience working in a team environment, Interpersonal skills, Self-confident, Proven ability to work well with highly capable and successful individuals, Analytical ability, Demonstrated ability to develop working relationships, Experience contributing to positive working relationships, Maintaining integrity and professionalism
What You'll Do.
Oversee client relationships
Make appropriate recommendations for routine internal business activities
Assist account representative(s) in revenue generating activities
Provide appropriate recommendations
Prepare documents for meetings
Participate in meetings
Manage daily implementation of client strategies
Foster client relationships
Serve as primary point of contact
Make recommendations for services
Correct client experience
Enhance client experience
Respond to client requests
Manage relationships with internal and external service providers
Assess issues requiring immediate attention
Resolve all other issues
Develop and maintain industry knowledge
Articulate industry knowledge internally and externally
Remain current on industry news
Demonstrate in-depth knowledge of corporate policies
Demonstrate in-depth knowledge of corporate procedures
Provide appropriate levels of controls
Provide effective support of team members
Understand and adhere to Company’s risk standards
Understand and adhere to Company’s regulatory standards
Understand and adhere to Company’s policies
Understand and adhere to Company’s controls
Identify risk-related issues needing escalation
Promote an environment that supports belonging
Reflect the M&T Bank brand
Maintain M&T internal control standards
Complete other related duties as assigned
How You'll Work.
Team & Collaboration
Support less experienced personnel; Provide guidance to personnel; Support team members
Communication Scope
Verbal communication; Written communication
Full Job Description
# **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 procedure
Applying for this Institutional Services Account Review - Client Administrator II role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Institutional Services?
Real rants from real employees. Read before you apply.