What are the responsibilities and job description for the Client Relations Specialist position at AppleOne Employment Services?
Position Summary:
This role is for Trade Support Specialist within the Loan Trading Documentation team. The Trade Support Specialists primary responsibility is the review, coordination and settlement of Third-party assignments.
Ongoing Responsibilities:
- Work with front office, clients, counsel and operations to settle third party assignments
- Establish and maintain strong working relationships with clients/counterparts
- Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile
- Review LSTA standard documents and other legal documents
- Review Credit Agreements, specifically assignability language
- Identify and escalate issues to the front office, in-house legal counsel and management, when nec
Education
- bachelor's degree
- high school diploma is ok but needs 5-6 years of experience
disqualifier
- no initiative/ development
- no internship
- no excel experience
- no prior banking/financial background, client service
