Client Services Analyst III at Western Alliance Trust Company, NA — Boston, MA

Job Title:

Client Services Analyst III

Location:

Maryland - Remote

What you'll do

As a Trust Associate III you'll be responsible for working on client relationships and ensuring excellent client service and delivery to the client base. You'll be assigned a book of clients that are managing Collateral Loan Obligations (CLOs) and Leverage Finance Facilities. You'll also be working on day-to-day operations and reporting delivery to those clients. You'll need minimal supervision for all the day-to-day activities being executed and you'll manage deals independently.

• Responsible for creating technical report specifications from indenture language.
• Set up payment calculations in a variety of in-house systems.
• 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, meeting timeliness and accuracy standards.
• Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing).
• Frequent interaction with asset managers, investors, auditors, and rating agencies.
• Responsible for ensuring excellent service delivery to a book of Loan Clients in the Corporate Trust business.
• Participate in new client proposals. Lead business-related projects.
• Make tax elections, file for EIN’s, and track residual holder transfers. Read and interpret trust indentures with regard to reporting requirements.

What you'll need:

• 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, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Intermediate to advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Intermediate to advanced TranStar experience preferred.
• Intermediate speaking and writing communication skills.

About the company

© Western Alliance Bancorporation