Jobs · Business Development · Pennsylvania

VP - Client Service - CLO/Structured Debt

Apex Systems · Pittsburgh, PA · 2 mo ago
Business DevelopmentContract

About the role

We’re seeking a Vice President, Client Service (Corporate Trust - CLO/Structured Finance/Loans) to join our Structured Debt Client Platform team in Houston, TX.

Responsibilities

  • Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at the company.
  • Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
  • Applies advanced problem-solving skills, judgement, and experience to analyze information.
  • Uses developed communication skills to deliver high quality service to a specialized client base.
  • Provides key individuals at assigned clients information related to company products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader company services and offerings.
  • Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at the firm.
  • Resolves the most complex or non-routine client issues or inquires, as needed.
  • Uses in-depth knowledge of client issues and needs to contribute to business development efforts.
  • Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.
  • Leads and participates in internal activities and initiatives designed to improve the client experience.
  • Uses knowledge of client services best practices and client needs to help develop process improvements.
  • Provides guidance to less experienced team members.
  • Supports multiple, complex client accounts.

Requirements

  • Bachelor’s degree in Business, Finance, or a related field. Advanced degree or professional certification preferred.
  • Typically 7-12 years of experience.
  • Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
  • Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
  • Proficiency in client service operations and a thorough understanding of industry regulations and standards.
  • Client Service/Operations experience within financial services is strongly preferred.
  • Corporate Trust background strongly preferred.
  • CLO/CDO background strongly preferred.
  • SOLVAS background preferred.
  • Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred.

Benefits

  • Medical, dental, vision, life, and disability insurance plans.
  • Employee Stock Purchase Program (ESPP).
  • 401K program with company match after 12 months of tenure.
  • Health Savings Account (HSA) on the HDHP plan.
  • SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
  • Corporate discount savings program and other discounts.
  • On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
  • Certification discounts and perks for associations including CompTIA and IIBA.
  • Dedicated customer service team for benefits and resources.
  • Access to a certified Career Coach.

Job ID: 3024095

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