Helpmates

Job Title: Client Services Support Specialist (Immediate Need)

Client Services Support Specialist Pay: $33.33

Client Services Support Specialist: 6:00am-3:00pm, or 7:30am- 4:30pm Monday-Friday (1- Hybrid day and 4 days in office required)

Client Services Support Specialist Start Date: ASAP

We are seeking a Client Services Support Specialist for a long term contract opportunity with a large reputable financial services organization in Santa Ana, CA!The Client Services Support Specialist will be responsible for retaining, growing and developing strategic client relationships for a portfolio of (country, regional or global) clients for which they have primary service coverage responsibility, in line with applicable internal policies and external legal/regulatory frameworks. 

The Client Services Support requirements to be considered:

• Facilitating interactions with new and existing clients

• Consulting with clients and supporting their account related queries

• Building relationships and operations where needed

• Ensuring adherence to internal policies and external legal/regulatory frameworks

• Provide agency services (account bank, collateral agent, administrative agent, and trustee) on a diverse portfolio of project finance/structured finance transactions.

• Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables

• Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments)

• Monitor transactions to verify borrowers’ compliance with reporting requirements

• Interface with various internal departments such as Operations, Business Control and Compliance.

• Ensure that all weekly, by-monthly, and monthly reporting and systems updates are reviewed, approved and complete (overdraft, ticklers, deal events, annual account reviews, etc.)

• Responsible for ensuring excellent service is provided to all clients.

• Manage risk through strict adherence to internal policies and procedures

 

Requirements:

• Ability to multi-task and excellent attention to detail

• Strong interpersonal and verbal/written communication skills.

• Works collaboratively within the organization, as well as independently

• Strong candidates may also, but are not required to, possess experience in

Project Finance and/or Corporate Trust

• Experienced in trust accounts’ daily activity management.

• Familiar syndicated loan structures, collateral & security trustee services and administrative agent functions

• Proficiency with software such as Outlook, Microsoft Excel, and PowerPoint

If you believe you are a qualified candidate for our Client Services Support Specialist role, please click apply below to apply on our website! 

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