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Client Service Analyst

3 months ago

Houston, United States Rose International Full time

Date Posted: 06/21/2024

Hiring Organization: Rose International

Position Number: 466235

Job Title: Client Service Analyst

Job Location: Houston, TX, USA, 77011

Work Model: Hybrid

Shift: 2 days onsite and 3 days remote

Employment Type: Temporary

Estimated Duration (In months): 6

Min Hourly Rate($): 49.00

Max Hourly Rate($): 59.00

Must Have Skills/Attributes: Client services, Microsoft Excel, Problem Management

Job Description


  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**


  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**


***Only qualified Client Service Analyst candidates located in the Houston, TX area will be considered due to the position requiring an onsite presence***


Education:

o Bachelor’s degree or equivalent experience


Qualifications:

o 2-5 years of relevant experience (e.g. operations, transaction management, product management)

o Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients

o Ability to adjust priorities quickly as circumstances dictate

o Ability to manage tight deadlines or unexpected changes in expectations or requirements

o Intermediate level of expertise with Microsoft Excel and general computer knowledge

o Demonstrate organizational , problem-solving and decision-making skills

o Consistently demonstrates clear and concise written and verbal communication skills


Client Service Analyst Responsibilities:

o Assist in the implementation and maintenance of Corporate Special Agency (ABS, MBS and CLO)

o Assist Transaction Managers with managing client day-to-day activities related to their transactions

o Assist with supporting the distribution of relevant rate reset notices

o Assist Transaction Managers in completion of internal projects related to their transactions and to Client

o Assist with management of document custody request of releases

o Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions

o Adhere to Client Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance

o Coordinate with Operations and clients for transaction set-up, activity and reporting

o Coordinate with Operations for inquiries from clients

o In all matters, demonstrate particular consideration for the banks reputation and safeguarding Client, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency


Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).