GCM Client Administrator II
Core
Administers trust and entity accounts for high-net-worth private and institutional clients, serving as the primary point of contact for daily operations and client requests.
Role type
Client Administrator
Builds
Trust and entity accounts for private and institutional clients
Domain
Global Capital Markets / Wealth Management
Deliverable
client delivery
Required skills
client relationship management, transaction processing, document collection, cash disbursement, account establishment, trust termination, internal controls, regulatory compliance, risk identification, industry knowledge
Preferred skills
Bachelor's degree in Finance/Business/Economics/Accounting, CCTS certification, software proficiency, analytical ability, team collaboration
Technologies
pertinent software applications
Responsibilities
Process transactions including cash disbursements, trades, and account balances; establish new accounts and facilitate discretionary distributions; maintain daily client contact to address inquiries; oversee client relationships and recommend internal business activities; manage relationships with internal and external service partners; ensure adherence to company risk and regulatory standards; implement internal and external audit points.
Seniority
Mid-level, hands-on IC