GCM Client Administrator III - 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 and serves as primary point of contact for clients, ensuring proper administrative management.

In Short

• Oversee client relationships and make recommendations for trust accounts.
• Assist senior representatives in revenue-generating activities.
• Manage daily implementation of client strategies.
• Resolve client requests in a timely manner.
• Maintain relationships with internal and external partners.
• Develop industry knowledge relevant to the business.
• Ensure adherence to company policies and controls.
• Provide support and mentoring to team associates.
• Identify and escalate risk-related issues.
• Promote a supportive work environment reflecting company values.

Requirements

• Bachelor’s degree and 1 year of relevant experience or 5 years of combined education/work experience.
• Strong customer service focus and communication skills.
• Preferred degree in Finance, Business, Economics, or Accounting.
• CCTS certification preferred.
• Proficient in relevant software applications.
• Strong interpersonal skills and ability to build trust with clients.
• Proven ability to work in a team environment.
• Strong analytical skills.

Benefits

• Competitive benefits including medical and retirement plans.
• Forty hours of paid volunteer time each year.
• Opportunities for professional growth and development.
• Supportive work culture based on core values.