Client Services Analyst III
Western Alliance Bank
full-time
Posted on:
Location Type: Remote
Location: Maryland • Massachusetts • United States
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Salary
💰 $37 - $58 per hour
About the role
- working on client relationships and ensuring excellent client service
- manage deals independently
- creating technical report specifications from indenture language
- 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 review of reports
- perform portfolio compliance tests on a selection of structured fixed income deals
- participate in new client proposals
- lead business-related projects
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
- great 401k matching program
- tuition assistance program
- employee volunteer program
- wellness program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
technical report specificationscollateral data mappingpayment reportingquality control reviewportfolio compliance testingbanking operationsregulatory compliancelegal complianceTranStar
Soft Skills
client relationship managementclient serviceindependent deal managementcommunication skillsproject leadership
Certifications
Bachelor's degree