Client Services Analyst III

Western Alliance Bank

Client Services Analyst III managing CLO and leveraged finance operations for Western Alliance Bank. Preparing payment, tax, collateral, and compliance reports while serving corporate trust clients.

Posted 8/4/2026full-timeHouston • Maryland, Massachusetts, Minnesota, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities, ensuring compliance with regulatory standards and delivering exceptional client service. Proficient in executing operations, reporting, and quality control in a corporate trust environment.

Highest-signal resume keywords

Collateral Loan Obligations (CLOs)Leverage Finance FacilitiesRegulatory ComplianceTranStar ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payment CalculationsTechnical Report SpecificationsPortfolio Compliance TestingData ReconciliationBanking Operations Knowledge

Soft Skills

Communication SkillsIndependent Deal Management

Tools & Technologies

In-House SystemsCollateral Data Mapping

Industry Keywords

Corporate TrustLoan AdministrationTreasury ManagementCommercial Banking ProductsTrust Indentures

About the role

Key responsibilities & impact

Work on client relationships and ensure excellent client service and delivery
Manage an assigned book of clients managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities
Execute day-to-day operations and reporting delivery to clients 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 (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

Requirements

What you’ll need

5+ years of related experience or experience in a 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
Ability to work with minimal supervision and manage deals independently

Benefits

Comp & perks

Annual bonus/incentives may be eligible
Restricted stock may be eligible
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