Client Service Analyst 3
Client Service Analyst 3
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Job Description
Job Title:
Client Service Analyst 3Location:
Houston TXWhat youll do:
As a Client Service Analyst Level 3 you will be responsible for the daytoday administration of large and/or complex client accounts and ensuring excellent client service and delivery to the client base.Read and interpret trust indentures with regards to reporting requirements
Create technical report specifications from indenture language.
Set up payment calculations in a variety of inhouse systems.
Receive map and reconcile periodic collateral data.
As required make tax elections file for EINs and track residual holder transfers. As required perform portfolio compliance tests on a selection of structured fixed income deals (trade testing).
Compile monthly quarterly and annual payment and/or tax reports. Coordinates with operations teams to ensure correct payments are received and made.
Perform quality control review of reports meeting timeliness and accuracy standards.
Frequent interaction with asset managers investors auditors and rating agencies
Responsible for ensuring excellent service delivery to a book of CLO/Loan Clients in the Corporate Trust Business.
Will likely be involved in new client pitches.
Leading and contributing to businessrelated projects.
What youll need:
A minimum of a bachelors degree (BA)and 2 or more years related experience or 6 plus years related experience in lieu of education. Work related experience should consist of relevant client experience in the financial industry.
Ability to function in a typical office environment engaging in activities such as writing typing walking standing speaking listening lifting (up to 25 pounds) carrying reaching kneeling. Ability to use a variety of computer related equipment
Ability to read documents or instruments engage in detailed work problem solving reasoning math language presentations verbal communication written communication analytical reasoning stress training others multiple concurrent tasks and constant interruptions
Benefits youll love:
We offer all the important things youd want like competitive salaries an ownership stake in the company medical and dental insurance time off a great 401k matching program tuition assistance program an employee volunteer program and a wellness program. In addition youll have the opportunity to bolster your business knowledge learning the ins and outs of how successful companies operate and manage their finances giving you invaluable handson experience to help grow your career!
About the company:
Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona Alliance Association Bank Bank of Nevada Bridge Bank First Independent Bank and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.
Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race sex color religion age nation origin marital status disability protected veteran status sexual orientation gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying please email or call. When contacting us please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.
Western Alliance Bancorporation
Required Experience:
IC
Employment Type
Full-Time
