What are the responsibilities and job description for the Operations Client Service Support position at WSN?
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.
• 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.
Salary : $29 - $30
