Client Services Administrator

New York, NY 10005

Posted: 08/21/2018 Industry: Sales Coordinator Job Number: 3325840
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 Requires 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.

Harris Friedell
Recruiting Manager

Harris is a seasoned veteran in the recruiting industry, managing and enhancing the candidate and client recruitment process for the New York tri-state area. He is a proud father of two Rutgers University grads, and is enjoying his "empty nest" with his wife of 31 years.

Fun Fact: Although he is a Mets and Jets fan, he still tries to keep a smile on his face!

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