Client Services Analyst III

Western Alliance Bank

Client Services Analyst managing CLO and leveraged finance operations for Western Alliance Bank, a commercial banking company. Preparing reports, payments, compliance tests, and client deliverables for corporate trust clients.

Posted 8/18/2026full-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 client relationships and delivering exceptional service in the context of CLOs and Leverage Finance Facilities. Proficient in executing operations, compliance testing, and reporting within banking operations and regulatory frameworks.

Highest-signal resume keywords

Client Relationship ManagementCLOs and Leverage Finance FacilitiesRegulatory Compliance KnowledgeTranStar ExperienceReporting and Data Reconciliation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payment CalculationsCollateral Data MappingQuality Control ReviewsPortfolio Compliance TestingTechnical Report Specification Creation

Soft Skills

Communication Skills

Tools & Technologies

In-House SystemsTranStar

Industry Keywords

Banking OperationsLoan AdministrationTreasury ManagementCommercial Banking ProductsTrust Indentures

About the role

Key responsibilities & impact

Manage assigned client relationships and deliver excellent client service for clients managing CLOs and Leverage Finance Facilities
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 (trade testing)
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 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

Annual bonus/incentives eligibility
Restricted stock eligibility
Competitive salaries
Ownership stake in the company
Medical and dental insurance
Time off
401k matching program
Tuition assistance program
Employee volunteer program
Wellness program
Hands-on business and finance learning opportunities