Client Service Analyst 3 - Houston Texas

Company: Disability Solutions
Location: Houston, Texas
Posted On: 01/14/2025

Job Title:Client Service Analyst 3Location:Houston, TXWhat you'll do:As a Client Service Analyst - Level 3 - you will be responsible for the day-to-day 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 in-house systems.
• Receive, map, and reconcile periodic collateral data.
• As required, make tax elections, file for EIN's, 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 business-related projects.What you'll need:
  • A minimum of a bachelor's 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 interruptionsBenefits you'll love:We offer all the important things you'd 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, you'll 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 hands-on 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 HR@westernalliancebank.com or call 602-386-2488. 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 More...

        

    ---

    Register an account with us and set up job agents! We'll email you immediately when jobs like this are posted on our site.

    ---