CLO Client Administrator IV - Remote

Overview

Leads all aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports senior account relationship managers. May serve as administrator for large (as defined by business) and/or highly complex clients.

In Short

• Oversee client relationships and make recommendations for institutional and corporate trust accounts.
• Assist senior account representatives in revenue-generating activities.
• Manage daily implementation of client strategies.
• Resolve client requests and problems in a timely manner.
• Develop and maintain industry knowledge.
• Provide coaching and mentoring to team associates.
• Ensure adherence to company’s risk and regulatory standards.
• Maintain internal control standards.
• Participate in meetings and prepare relevant documents.
• Complete other related duties as assigned.

Requirements

• Bachelor’s degree with a minimum of 2 years of relevant work experience, or 6 years of combined education and work experience.
• Strong focus on customer service and satisfaction.
• Excellent verbal and written communication skills.
• Experience in a team environment.
• Strong interpersonal skills to build trust with clients.
• Advanced analytical ability.
• Ability to maintain integrity and professionalism.
• CCTS certification preferred.
• Proficiency in relevant software applications.
• Empathy and interest in working with people.

Benefits

• Competitive pay and market-informed compensation.
• Comprehensive medical and retirement benefits.
• Paid volunteer time each year.
• Commitment to diversity and community involvement.
• Opportunities for professional growth and development.
• Supportive work environment with core values of integrity and collaboration.