Institutional Client Services Administrator 2
065 wilmington trust n a
📍 buffalo new york united states💰 $54,100–$90,100/yr🕐 9d ago🔗 workday
Job Description
**Overview:**
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Provides relationship management oversight of assigned institutional client accounts. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
**Primary Responsibilities:**
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* Submit activity for processing in a timely and accurate manner and based on client directives.
* Respond to and/or annotate compliance reports as directed by more experienced Relationship Managers.
* Submit annual account reviews for assigned accounts in a timely manner or as directed.
* Serve as primary/secondary contact for assigned/coverage team accounts as well as retirement plan participants and pensioners. Resolve basic matters and inquiries, adhering to established Division, client and alliance service standards.
* Maintain client communications on regulatory, legal, accounting and trust matters.
* Complete client billing and resolve aged receivables for client accounts; work with more experienced Relationship Managers as needed.
* Remain current on industry trends and regulatory items.
* 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.
**Education and Experience Required:**
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Bachelor's degree and a minimum of 1 year relevant experience,
OR in lieu of a degree,
A combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year relevant experience
Strong level of proficiency in use of personal computers and pertinent word processing and spreadsheet software
Detail-oriented
Excellent customer service skills
Excellent verbal and written communication skills
Proven organizational skills
Proven problem-solving skills
Strong decision-making skills
**Education and Experience Preferred:**
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Bachelor’s degree in Finance or Business
Minimum of 2 years’ relevant experience
Retirement or Trust administration experience
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $54,100.00 - $90,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location:**
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Buffalo, New York, United States of America