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Client Service Analyst

Location: Remote
Compensation: To Be Discussed
Reviewed: Wed, Aug 26, 2026
This job expires in: 30 days

Job Summary

Managing client relationships, the full-time Client Service Analyst III will ensure excellent service delivery for a book of clients involved in Collateral Loan Obligations (CLOs) and Leverage Finance Facilities while working remotely.

Key responsibilities
  • Create technical report specifications and set up payment calculations in various in-house systems
  • Compile and reconcile periodic collateral data, and prepare monthly, quarterly, and annual payment and tax reports
  • Perform quality control reviews of reports and conduct portfolio compliance tests on structured fixed income deals
Required qualifications
  • 5+ years of related experience in a similar field
  • High school diploma required; Bachelor's degree in a related field preferred
  • Intermediate to advanced knowledge of general banking operations and regulatory compliance
  • Preferred experience with TranStar at an intermediate to advanced level
  • Intermediate speaking and writing communication skills

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