Global Capital Markets Client Administrator III - Costa Mesa
Core
Leads trust and entity administration for high net-worth private and institutional clients, serving as the primary point of contact and supporting senior account relationship managers.
Role type
Senior Client Administrator (Capital Markets)
Builds
Trust accounts and entity services for institutional and corporate clients
Domain
Financial Services / Capital Markets / Trust Administration
Deliverable
client delivery
Required skills
trust administration, client relationship management, transaction processing, regulatory compliance, risk management, internal controls, team mentoring, industry knowledge, problem resolution
Preferred skills
corporate trust specialization, financial software proficiency, analytical ability, strategic recommendation, cross-functional collaboration
Technologies
pertinent software applications
Responsibilities
Oversee client relationships and recommend trust account designs; process transactions including cash disbursements, trades, and account balances; maintain daily client contact and resolve inquiries; manage internal and external service partners; ensure adherence to risk and regulatory standards; provide coaching and mentoring to team associates; implement internal and external audit points.
Seniority
Senior, hands-on IC