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