Client Services Analyst III
Job Description: • working on client relationships and ensuring excellent client service • manage deals independently • creating technical report specifications from indenture language • 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 review of reports • perform portfolio compliance tests on a selection of structured fixed income deals • participate in new client proposals • lead business-related projects Requirements: • 5+ years of related experience or similar field • High school diploma required; Bachelor's degree in related field preferred • Intermediate to advanced knowledge of general banking operations • Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations • Intermediate to advanced TranStar experience preferred • Intermediate speaking and writing communication skills Benefits: • competitive salaries • ownership stake in the company • medical and dental insurance • time off • great 401k matching program • tuition assistance program • employee volunteer program • wellness program Apply tot his job