GCM Client Administrator III - Remote

Overview

This role leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients, supporting senior account relationship managers.

In Short

• Oversee client relationships and provide recommendations for trust accounts.
• Assist in revenue-generating activities and prepare documents for meetings.
• Manage daily implementation of client strategies.
• Resolve client requests and problems in a timely manner.
• Develop and maintain industry knowledge applicable to the business.
• Provide effective support and mentoring to team associates.
• Adhere to risk and regulatory standards.
• Maintain internal control standards.
• Complete other related duties as assigned.

Requirements

• Bachelor’s degree and a minimum of 1 year of relevant work experience.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communication skills.
• Experience in a team environment and strong interpersonal skills.
• Analytical ability and self-confidence.
• Ability to build trust with clients.
• Experience with pertinent software applications.
• CCTS certification preferred.

Benefits

• Competitive benefits including medical and retirement plans.
• Forty hours of paid volunteer time each year.
• Support for professional growth and development.