GCM Client Administrator I - HonorVet Technologies

GCM Client Administrator I

Duration: 8+ Months contract with possibility of extension or FTE

Location: Dallas TX 75248

Shift: Standard shift

Job Description:

Overview:

• Assists with limited aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.
• May serve as administrator for medium to large (as defined by business) and/or complex clients.
• Serves as point of contact for client regarding routine 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, with supervision.

Primary responsibilities:

• Support the Relationship Manager with oversight of client relationships, making appropriate recommendations regarding routine internal business activities.
• Assist account representative(s) in revenue-generating activities by providing appropriate recommendations and preparing documents for meetings.
• Manage daily implementation of client strategies as required.
• Foster client relationships with assigned client base, serving as 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 knowledge of corporate policies and procedures related to the administrative role.
• Provide and maintain appropriate levels of controls to minimize losses.
• Provide effective support of team members as requested.
• 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 diversity and reflects the Bank brand.
• Maintain banks 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.

Scope of responsibilities:

• This position works under supervision and may provide support to less experienced personnel.

Education and experience required:

• Combined minimum of 3 years higher education and/or work experience.
• Demonstrated focus on customer service and satisfaction.
• Demonstrated verbal and written communication skills.

Education and experience preferred:

• Bachelor’s degree focused on Finance, Business, Economics and Accounting.
• Working towards CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus.
• Demonstrated skills in pertinent software applications, with ability to learn new applications.
• Experience working in a team environment.
• Demonstrated interpersonal skills with ability to build significant level of trust with clients.
• Self-confident.
• Proven ability to work well with highly capable and successful individuals.
• Demonstrated analytical ability.
• Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit.
• Ability to contribute to positive working relationships and maintain integrity and professionalism.