Search Remote Jobs

Client Services Analyst III

šŸ”„ 0 minutes ago

šŸ¦€ Maryland, Massachusetts, +3 more states – Remote

infoinfo

šŸ’µ $38 / hour

ā° Full Time

🟔 Mid-level

🟠 Senior

šŸ“ Client Services

šŸ¦… H1B Visa Sponsor

infoinfo

šŸ‘» Ghost score 0%

infoinfo
Apply Now
Find Similar Remote Jobs

šŸ“Š Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Western Alliance Bank

Western Alliance Bank

1001 - 5000 employees

šŸ¦ Banking

šŸ’ø Finance

šŸ¤ B2B

Banking • Finance • B2B

Western Alliance Bank is one of the country’s top-performing banking companies, operating under Western Alliance Bancorporation (NYSE: WAL). The bank specializes in business banking, specialty business financing, small business banking, business escrow services, treasury management services, business loans and credit, and international banking. With a focus on delivering tailored commercial banking solutions and consumer products, the bank is committed to providing outstanding service through experienced banking and mortgage experts across the nation.

šŸ“‹ Description

• Manage client relationships and ensure excellent client service and delivery • Manage a book of clients handling Collateral Loan Obligations (CLOs) and Leverage Finance Facilities • Execute day-to-day operations and reporting delivery • Manage deals independently with minimal supervision • Create technical report specifications from indenture language • Set up payment calculations in in-house systems • Receive, map, and reconcile periodic collateral data • Compile monthly, quarterly, and annual payment and tax reports • Coordinate with operations teams to ensure correct payments are received and made • Perform quality control reviews of reports for timeliness and accuracy • Perform portfolio compliance tests on structured fixed income deals (trade testing) • Interact frequently with asset managers, investors, auditors, and rating agencies • Ensure excellent service delivery to a book of Loan Clients in the Corporate Trust business • Participate in new client proposals • Lead business-related projects • Make tax elections, file for EINs, and track residual holder transfers • Read and interpret trust indentures regarding reporting requirements

šŸŽÆ Requirements

• 5+ years of related experience or similar field • High school diploma required • Bachelor's degree in a related field preferred • Intermediate to advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices • Intermediate to advanced TranStar experience preferred • Intermediate speaking and writing communication skills

šŸ–ļø 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 • Opportunity to bolster business knowledge and gain hands-on experience to grow your career • Role may be eligible for annual bonus/incentives • Role may be eligible for restricted stock

Apply Now

Similar Jobs

šŸ”„ 6 hours ago

Businessolver

1001 - 5000

Senior Director leading client service strategy, delivery, renewals, and cross-sell initiatives. Businessolver provides benefits administration technology and services.

šŸ”„ 7 hours ago

Heard & Smith, LLP

51 - 200

šŸ’¼ Consulting

šŸ„ Healthcare

šŸ›”ļø Insurance

Intake Specialist screening prospective Texas clients for SSD/SSI assistance at a disability law firm. Handling high-volume calls, applications, and client relationships.

šŸ”„ 8 hours ago

Guardant Health

1001 - 5000

šŸ„ Healthcare

šŸ’¼ Consulting

šŸ½ļø Food & Beverage

Client Services Associate supporting customers and laboratory teams at Guardant Health, a precision oncology testing company. Troubleshooting inquiries, mentoring associates, and escalating service trends.

šŸ•’ Yesterday

The Cigna Group

10,000+ employees

šŸ„ Healthcare

šŸ›”ļø Insurance

Client Service Advocate supporting Cigna Healthcare’s supplemental health insurance accounts. Handling client and broker inquiries, issue resolution, and Account Executive support.

šŸ•’ Yesterday

Advarra

501 - 1000

šŸ„ Healthcare

šŸ’¼ Consulting

ā˜ļø SaaS

Senior Client Services Coordinator supporting pharmaceutical, CRO, and academic clients through IRB submissions and determinations. Facilitating timely communications that accelerate Advarra’s clinical research ecosystem.