Client Services Analyst
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Client Service Analyst – Corporate Trust / Agency Services
Location: Hybrid
Experience Level: 1–3 years
Employment Type: Contract
Interview Process: One round (Virtual)
Visa: Open to all work authorizations
Job Overview:
We are seeking a detail-oriented and client-focused Client Service Analyst to support corporate trust and agency service operations. This role involves working closely with Account Managers and internal teams to manage financial transactions, support client relationships, and ensure compliance with regulatory and contractual obligations.
Key Responsibilities:
- Support Account Managers in servicing a portfolio of domestic and international clients across corporate trust and agency transactions
- Facilitate day-to-day client interactions and respond to account-related inquiries
- Process and manage financial transactions including identification, transfer, investment, and disbursement of funds
- Handle payment activities through Fedwire, SWIFT, and ACH systems
- Monitor borrower compliance with reporting requirements and contractual obligations
- Ensure accuracy and completion of weekly and monthly reporting, including overdrafts, deal events, and account reviews
- Collaborate with internal teams such as Operations, Compliance, and Business Control to ensure smooth execution of processes
- Maintain strict adherence to internal policies, procedures, and regulatory requirements
- Support multi-role transactions including account bank, collateral agent, administrative agent, and trustee functions
Required Qualifications:
- 1–3 years of experience in banking, financial services, or corporate trust/loan operations
- Strong understanding of financial transactions, payment processing, and account servicing
- Experience with wire transfers such as SWIFT, ACH, or Fedwire
- Excellent attention to detail and ability to manage multiple tasks simultaneously
- Strong verbal and written communication skills
- Ability to work both independently and collaboratively in a team environment
- Proficiency in Microsoft Office tools including Excel, Outlook, and PowerPoint
Preferred Qualifications:
- Exposure to corporate trust, syndicated loans, or agency services
- Experience in project finance or structured finance environments
- Familiarity with collateral and security trustee services
- Understanding of administrative agent functions in loan structures