Client Services Analyst III

Western Alliance Bank

Client Services Analyst managing CLO and leveraged finance client operations for Western Alliance Bank. Producing reports, reconciling collateral, testing portfolios, and coordinating payments for corporate trust clients.

Posted 8/18/2026full-timeRemote • Maryland, Massachusetts, Minnesota, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $83,000 - $90,000 per yearWebsite

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, with a strong focus on Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. Proficient in regulatory compliance, financial reporting, and operational management within banking environments.

Highest-signal resume keywords

Collateral Loan Obligations (CLOs)Leverage Finance FacilitiesRegulatory ComplianceFinancial ReportingTranStar Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementPayment CalculationsQuality Control ReviewsPortfolio Compliance TestingTrade TestingTechnical Report SpecificationsData ReconciliationTax ReportingLoan AdministrationTreasury Management

Soft Skills

Communication SkillsProject Leadership

Tools & Technologies

In-House SystemsTranStar

Industry Keywords

Banking OperationsCommercial Banking ProductsLegal ComplianceIndustry StandardsTrust Indentures

About the role

Key responsibilities & impact

Manage client relationships and ensure excellent client service and delivery
Manage a book of clients handling Collateral Loan Obligations (CLOs) and Leverage Finance Facilities
Execute day-to-day operations and reporting delivery
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 and trade testing 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
An ownership stake in the company
Medical and dental insurance
Time off
401k matching program
Tuition assistance program
Employee volunteer program
Wellness program
Annual bonus/incentives eligibility
Restricted stock eligibility
Opportunity to bolster business knowledge and gain hands-on experience to grow your career