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Client Services Analyst
3 months ago
Grow your career as a Client Service Analyst with an innovative global bank in Tampa, FL. Contract role with strong possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week.
Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. Will be an intermediate to advanced Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. Will assist in implementing, maintaining new, and existing transactions. You will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.
Contract Duration: 5+ Months
Required Skills & Experience
- Bachelor’s degree.
- 2 to 5 years of experience (e.g. operations, transaction management, product management).
- Demonstrated experience in deal implementation, deal maintenance, and direct interaction with clients.
- Intermediate level of expertise with Microsoft Excel and general computer knowledge.
What You Will Be Doing
- Assist in the implementation and maintenance of Corporate Special Agency (ABS, MBS and CLO).
- Assist Transaction Managers with managing client day-to-day activities related to their transactions.
- Assist with supporting the distribution of relevant rate reset notices.
- Assist Transaction Managers in completion of internal projects related to their transactions and to the company.
- Assist with management of document custody request of releases.
- Address transactional inquiries from both internal and external Agency & Trust clients in connection with transactions.
- Adhere to company Agency & Trust policies and procedures for client onboarding, deal implementation, account opening, deal payment processing and deal maintenance.
- Coordinate with Operations and clients for transaction set-up, activity and reporting.
- Coordinate with Operations for inquiries from clients.
