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GCM Client Administrator II
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- Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.
- Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings.
- Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience.
- 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.
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