Client Service Analyst 3

Western Alliance Bank; Maryland; Remote; USD 54,993 - 67,943; Full time

Benefits offered by this job

Medical and dental insurance

401(k) matching program

Tuition assistance program

Wellness program

Job summary

A leading financial institution is seeking a Client Service Analyst 3 to manage client relationships and ensure excellent service delivery. This role involves handling day-to-day operations for clients managing Collateral Loan Obligations and Leverage Finance Facilities, with responsibilities including reporting, payment calculations, and compliance testing. Candidates should have over 5 years of experience in a related field and be knowledgeable in banking operations. Remote work is possible in Maryland, with competitive hourly pay and excellent benefits.

Qualifications

• 5+ years of related experience or in a similar field.
• Understanding of banking operations and regulatory compliance.
• Intermediate to advanced communication skills.

Responsibilities

• Manage day-to-day operations and client relationships.
• Compile monthly, quarterly and annual reports.
• Coordinate with operations teams for payment accuracy.

Skills

General banking operations knowledge

Client relationship management

Communication skills

Education

High school diploma

Bachelor's degree in related field

Tools

TranStar

Job description

Client Service Analyst 3

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 day‑to‑day activities and will 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 and lead business‑related projects.
• Make tax elections, file for EINs, 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 a similar field.
• High school diploma required; bachelor’s degree in a 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.

Compensation

Hourly range for new hires is generally $39.92 – $49.32 for Maryland. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits You’ll Love

We offer all the important things you’d want — competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401(k) matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands‑on experience to help grow your career!

About The Company

Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.

EEO Statement

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity, or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.