Client Service Analyst

Job Summary

A company is looking for a Client Service Analyst III to manage client relationships and ensure excellent service delivery.

Key Responsibilities

• Create technical report specifications from indenture language
• Compile monthly, quarterly, and annual payment and tax reports
• Perform quality control review of reports and coordinate with operations teams for accurate payments

Required Qualifications

• 5+ years of related experience or in a similar field
• High school diploma required; Bachelor's degree in a related field preferred
• Intermediate to advanced knowledge of general banking operations
• Intermediate to advanced knowledge of regulatory and legal compliance obligations
• Intermediate to advanced TranStar experience preferred