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BPS Client Service & Support Representative – Senior Lead
FISBPS Client Service & Support Representative managing client relationships and collateral administration activities in fintech. Overseeing compliance reporting and ensuring service delivery excellence.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and overseeing complex collateral administration activities within CLO and structured finance portfolios. Proficient in operational excellence, compliance reporting, and risk management while mentoring junior team members.
Highest-signal resume keywords
Client Relationship ManagementCLO Compliance ReportingOperational Risk ManagementLeadership and MentoringFinancial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Collateral AdministrationCompliance TestingWaterfall CalculationsCashflow ProcessingData Discrepancy Resolution
Soft Skills
Client Service SkillsOrganizational AbilitiesDecision-MakingProblem-SolvingCommunication Skills
Tools & Technologies
Microsoft OfficeBusiness Systems
Industry Keywords
Structured FinanceTrustSecuritiesFinancial ServicesPortfolio Management
About the role
Key responsibilities & impact- Manage key client relationships and oversee complex collateral administration activities for CLO and structured finance portfolios.
- Ensure accurate service delivery, drive operational excellence, manage risk, and serve as a subject matter expert.
- Serve as a primary point of contact for assigned CLO and structured finance clients.
- Build and maintain strong relationships with portfolio managers, trustees, auditors, rating agencies, and other stakeholders.
- Manage client communications, escalations, and service delivery expectations.
- Coordinate resolution of operational issues and ensure timely follow-up on client inquiries.
- Participate in client review meetings and support client retention initiatives.
- Oversee monthly and periodic CLO compliance reporting.
- Review trustee reports, compliance tests, waterfall calculations, and portfolio data.
- Support deal lifecycle events including new issue closings, refinancings and resets, optional redemptions, restructurings and workout events.
- Ensure accurate processing of cashflows, priority of payments, and transaction activity.
- Liaise with trustees, administrators, and internal operations teams to resolve data discrepancies.
- Review deliverables for accuracy and completeness.
- Identify operational risks and recommend corrective actions.
- Escalate material client, compliance, or processing issues appropriately.
- Ensure adherence to internal controls, procedures, and client service standards.
- Mentor and support junior team members. Lead complex projects and process improvement initiatives. Assist with client onboarding and service transitions.
Requirements
What you’ll need- Bachelor’s degree in business, Finance, or a related field, or equivalent experience.
- Experience in trust, securities, operations, or a related financial services environment.
- Strong client service and relationship management skills.
- Excellent written, verbal, and presentation communication skills.
- Strong organizational, leadership, decision-making, and problem-solving abilities.
- Ability to work independently and collaboratively.
- Proficiency in Microsoft Office and familiarity with business systems.
- Ability to build effective relationships with clients, colleagues, and senior stakeholders.
- Proven ability to manage complex assignments, exercise sound judgment, and provide guidance to others.
Benefits
Comp & perks- Opportunities to make an impact in fintech.
- Personal and professional learning.
- Inclusive, diverse work environment.
- Resources to give back to your community.
- Competitive salary and benefit.