Client Services Analyst III

Job Summary

A company is looking for a Client Services 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 while ensuring quality control
• Coordinate with operations teams to ensure correct payments are received and made

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 and commercial banking products
• Intermediate to advanced knowledge of regulatory and legal compliance obligations
• Intermediate to advanced TranStar experience preferred