Client Services Account Manager - Collateralised Loan Obligation (CLO) - Remote

Overview

The Client Services Account Manager will act as the primary contact for assigned clients, providing collateral administration services to CLOs and Loan Portfolios, while working closely with sales and support teams.

In Short

• Act as the primary contact for clients in collateral administration services.
• Manage a portfolio of transactions as the Relationship Manager.
• Ensure efficient handling of transactions and queries.
• Conduct portfolio reconciliation and monitor CLO transactions.
• Review transaction documentation with the legal team.
• Calculate and verify Interest and Principal Waterfalls.
• Provide best-in-class service to clients.
• Work in a hybrid model with remote working options.
• Engage in continuous learning and development.
• Support a wide-ranging CSR programme.

Requirements

• Relevant experience in corporate trust or loan administration.
• Understanding of global financial services and structured finance.
• Confident in building and maintaining client relationships.
• Knowledge of payment processing and capital markets operations.
• Ability to work collaboratively with internal teams.
• Experience in transaction banking is preferable.
• Strong communication skills.
• Attention to detail in transaction documentation.
• Proficient in using in-house systems for calculations.
• Ability to manage multiple client portfolios effectively.

Benefits

• Hybrid working model.
• Competitive salary and non-contributory pension.
• Minimum of 25 days’ holiday plus bank holidays.
• Life Assurance and Private Healthcare.
• Flexible benefits tailored to individual needs.
• Supportive coaching and development culture.
• Volunteering leave for CSR activities.
• Retail discounts and travel schemes.
• Commitment to diversity and inclusion.
• Access to a global network and career progression opportunities.