Client Service Analyst III

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

Maryland + 3 moreAll locations: Maryland, Massachusetts, Minnesota, Texas

Posted

53 days ago

Salary

$39 - $49 / hour

High School5 yrs expEnglish

Job Description

• Work on client relationships ensuring excellent client service • Manage a book of clients handling Collateral Loan Obligations (CLOs) • Execute day-to-day operations and reporting delivery to clients • Create technical report specifications from indenture language • Set up payment calculations in various systems • Reconcile periodic collateral data • Compile payment and tax reports • Coordinate with operations teams for correct payments • Perform portfolio compliance tests on structured fixed income deals • Participate in new client proposals • Lead business-related projects

Job Requirements

  • 5+ years of related experience or similar field
  • High school diploma required; Bachelor's degree in related field preferred
  • Intermediate to advanced knowledge of general banking operations
  • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations
  • Intermediate to advanced TranStar experience preferred
  • Intermediate speaking and writing communication skills

Benefits

  • Competitive salaries
  • Ownership stake in the company
  • Medical and dental insurance
  • Time off
  • 401k matching program
  • Tuition assistance program
  • Employee volunteer program
  • Wellness program

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