Current Statistics
1,478,750 Total Jobs 359,980 Jobs Today 16,847 Cities 222,692 Job Seekers 146,721 Resumes |
|
|
|
|
|
|
Client Service Analyst 3 - Houston Texas
Company: Disability Solutions Location: Houston, Texas
Posted On: 04/25/2024
Job Title:Client Service Analyst 3Location:Houston, TXWhat you'll do:As a Client Service Analyst - Level 3 - you will be responsible for the day-to-day administration of large and/or complex client accounts and ensuring excellent client service and delivery to the client base.What we are looking for: - Complete day to day operations of assigned accounts and reporting delivery to those clients with minimal direct supervision.
- Read and interpret trust indentures with regards to reporting requirements.
- Create technical report specifications from indenture language.
- Set up payment calculations in a variety of in-house systems.
- Receive, map, and reconcile periodic collateral data.
- As required, make tax elections, file for EIN's, and track residual holder transfers. As required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing).
- Compile monthly, quarterly, and annual payment and/or tax reports. Coordinates with operations teams to ensure correct payments are received and made.
- Perform quality control review of reports, meeting timeliness and accuracy standards.
- Frequent interaction with asset managers, investors, auditors, and rating agencies
- Responsible for ensuring excellent service delivery to a book of CLO/Loan Clients in the Corporate Trust Business.
- Will likely be involved in new client pitches.
- Leading and contributing to business-related projects.Qualifications
|
|
|
|
|
|
|