Client Service Analyst III

Western Alliance Bank

Client Service Analyst managing CLO and leverage finance client operations for Western Alliance Bank. Preparing reports, payments, compliance tests, and client deliverables across corporate trust services.

Posted 8/4/2026full-timeHouston • Maryland, Massachusetts, Minnesota, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and delivering exceptional service in CLO and Leverage Finance Facility environments. Proficient in regulatory compliance, banking operations, and financial reporting.

Highest-signal resume keywords

Client Relationship ManagementRegulatory ComplianceFinancial ReportingBanking OperationsTranStar Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payment CalculationsCollateral Data ReconciliationQuality Control ReviewsPortfolio Compliance TestingTechnical Report Specification Creation

Soft Skills

Communication SkillsProject Leadership

Tools & Technologies

In-House SystemsTranStar

Industry Keywords

CLOLeverage FinanceBanking OperationsLoan AdministrationTreasury ManagementCommercial Banking ProductsTrust Indentures

About the role

Key responsibilities & impact

Manage client relationships and ensure excellent client service and delivery for a book of CLO and Leverage Finance Facility clients
Execute day-to-day operations and reporting delivery with minimal supervision
Manage deals independently
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
Interact frequently with asset managers, investors, auditors, and rating agencies
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

Requirements

What you’ll need

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 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

Benefits

Comp & perks

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 through hands-on experience