Communication Skills, Consulting, Customer Support/Service, Detail Oriented, Finance, Financial Transactions, Interpersonal Skills, Legal, Loan Collateral, Loan Structuring, Maintain Compliance, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Multitasking, Operations Control, Presentation/Verbal Skills, Protective Services, Regulations, Regulatory Compliance, Risk Management, Sales Management, Strategic Planning, Systems Maintenance, Transaction Processing/Management, Writing Skills
Job Title:
Client Services Support
Job Description:
Client Service is 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. Work includes:
" 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.
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" 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, 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.
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Axelon Services Corporation