Client Services Analyst III

Western Alliance Bank

Client Services Analyst managing CLO and leveraged finance client operations for Western Alliance Bank. Preparing payments, reports, reconciliations, compliance tests, and client deliverables.

Posted 8/4/2026full-timeRemote • Maryland • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and delivering exceptional service while executing operations related to Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. Proficient in regulatory compliance, financial reporting, and quality control within the banking sector.

Highest-signal resume keywords

Client Relationship ManagementCollateral Loan Obligations (CLOs)Regulatory ComplianceFinancial ReportingTranStar Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Collateral Data ReconciliationPayment CalculationsQuality Control ReviewsPortfolio Compliance TestingTechnical Report Specification Creation

Soft Skills

Communication SkillsProject Leadership

Tools & Technologies

In-House SystemsTranStar

Industry Keywords

Banking OperationsLoan 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 for clients
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
Interact 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 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

Benefits

Comp & perks

Competitive salaries
An 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