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Client Service Analyst

Houston, TX, United States

Client Service Analyst

On behalf of our client in the Financial Services Sector, Procom is seeking a Client Service Analyst.

Client Service Analyst Job Description

The position is an intermediate to advanced Corporate Trust level position for the implementation and maintenance of Corporate Agency & Trust transactions. The position will assist in implementing, maintaining new, and existing transactions.

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

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 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 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.

Client Service Analyst Required Skills

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

o Bachelors degree or equivalent experience • Self-motivated individual and with determination to achieve goals

• Willingness to learn, both technically and professionally

• Strong analytical and problem solving skills

• Good team working skills and ability to work in a distributed global team environment

• Ability to work on a fast-pace environment;

• Flexible and able to deliver quality results in the required timeframe.

Client Service Analyst Length

6 months

Client Service Analyst Location

Houston, TX

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