GCM Client Administrator I

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 relatio...