Client Services Analyst III

Western Alliance Bancorp
Houston, Boston, Maryland
Full timeUSD 83,050 - 95,000 hourlyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: high_schoolSkills: ["Communication","Quality control","Independent execution","Client relationship management","Compliance awareness"]

Manage a book of corporate trust clients for Collateral Loan Obligations (CLOs) and Leverage Finance Facilities, handling day-to-day service delivery with minimal supervision. Independently run deals, create technical report specifications from indenture language, set up payment calculations in internal systems, and reconcile collateral data. Produce monthly/quarterly/annual payment and tax reports with quality control, perform portfolio compliance tests, and coordinate with operations and stakeholders. Participate in new client proposals and projects, including tax elections and EIN administration.

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FursaFursa
Western Alliance Bancorp
Western Alliance Bancorp
2 days ago

Client Services Analyst III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 weeks ago

Job Summary

Manage a book of corporate trust clients for Collateral Loan Obligations (CLOs) and Leverage Finance Facilities, handling day-to-day service delivery with minimal supervision. Independently run deals, create technical report specifications from indenture language, set up payment calculations in internal systems, and reconcile collateral data. Produce monthly/quarterly/annual payment and tax reports with quality control, perform portfolio compliance tests, and coordinate with operations and stakeholders. Participate in new client proposals and projects, including tax elections and EIN administration.
Location: Houston, Boston, Maryland
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Support client relationships and ensure excellent service delivery for a book of loan/corporate trust clients.
  • •Manage day-to-day operations, reporting delivery, and independent deal execution with minimal supervision.
  • •Create technical report specifications from indenture language and set up payment calculations in internal systems.
  • •Receive, map, and reconcile periodic collateral data; compile monthly/quarterly/annual payment and tax reports.
  • •Perform quality control and portfolio compliance tests; coordinate with operations teams to ensure correct payments; participate in proposals and business projects.

Pay and Benefits

Salary: USD 83,050 - 95,000 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDental401k MatchingTime OffTuition AssistanceWellness Stipend

Key Requirements

  • •5+ years of related experience in a similar field.
  • •High school diploma required; bachelor’s degree in a related field preferred.
  • •Intermediate to advanced knowledge of general banking operations (deposit operations, loan administration, treasury management, or other commercial banking products).
  • •Intermediate to advanced knowledge of regulatory and legal compliance obligations, rules, regulations, and industry standards.
  • •Intermediate speaking and writing communication skills; TranStar experience preferred.
Experience:5+ years
Education:High School
Skills:CommunicationQuality controlIndependent executionClient relationship managementCompliance awareness
Tech Stack:TranStarIn-house systems

Company Brief

Western Alliance Bancorp
Bank holding company that provides commercial banking, mortgage banking, treasury management, and specialized financial services through its Western Alliance Bank subsidiaries. Serves businesses, real estate clients, and consumers across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Phoenix, United States
Founded: 1994
WebsiteLinkedIn