Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Wholesale Client Support Analyst facilitating communication across various product teams for deal execution. Involves credit agreements analysis and operational readiness responsibilities with a focus on financial services.
Responsibilities
- Assist with analyzing credit agreements for operational readiness
- Prepare deals structured for closing
- Translate credit agreements for operational execution
- Monitor actions to uphold the integrity of transaction portfolio
- Request funding and provide instructions for the booking of transactions
Requirements
- Bachelor's Degree
- Basic understanding of Credit Agreements and Syndicated Loans
- 2 Years Related Experience
- Ability to travel regionally up to 15%
- Legally authorized to work in the United States on a full-time basis
Benefits
- Medical, Dental and Vision plan coverages effective on your date of hire
- 401(k) plan participation on your date of hire with a 50% match of the first 6% contribution
- Up to 20 days of vacation time, 5 days of additional time off, 7 sick days, and 11 US holidays annually
- Financial support to give back to the community through programs such as Dollars for Doers, Helping Hands and Gift Matching
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