Team coordinator and intake specialist in Customer Asset Management at M&T Bank. Overseeing case distribution and resolving customer correspondence with a strong focus on service and accuracy.
About the role
- Support day-to-day operations in the Client Asset Operations team ensuring accuracy and compliance while dealing with cash reconciliations and queries.
Responsibilities
- Preparing, reviewing, and validating cash reconciliations with a strong attention to detail
- Investigating discrepancies and following up on cash-related queries across multiple stakeholders
- Proactively escalating issues and collaborating with internal teams and external partners to drive timely resolution
- Preparing and distributing daily client money reconciliations in line with regulatory requirements
- Supporting continuous improvement initiatives across processes, internal controls, and system enhancements
- Assisting in maintaining and updating procedure documentation to ensure accuracy and compliance
Requirements
- A degree in Business, Finance, Accounting, or a related field (or equivalent experience)
- Experience in a banking, financial services, or financial operations environment
- Strong communication skills
- Ability to work collaboratively across functions
- A structured approach to problem-solving
- Excellent attention to detail and a commitment to accuracy and timeliness
- Solid Excel skills and confidence working with numbers
- A genuine interest in building a career in financial services
Benefits
- Health and wellness support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
- Psychological safety and emotional wellbeing programs
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus, pension and additional benefits
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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