Client Services Representative

• Manage and process the operational aspects of a portfolio of white label loans and debt transactions
• Serve as a primary operational contact for borrowers, lenders, and clients
• Support transactions from onboarding and closing through ongoing administration and final maturity
• Support execution of primary and secondary loan market trades
• Coordinate trade settlement with counterparties, operations, and settlement teams
• Review trade documentation, assignment agreements, and participation agreements
• Input trades into the Solvas loan platform and ensure data integrity
• Use the ClearPar trading platform and Excel-based reporting tools
• Assist with weekly MIS reports
• Respond to ad hoc requests from the trading team and senior management
• Handle audit requests accurately and promptly
• Ensure adherence to internal controls, compliance requirements, and regulatory guidelines
• Conduct due diligence regarding potential fraud, money laundering, and financial and reputational risks
• Escalate relevant matters to the Team Leader and/or Managers
• Train with Senior Client Services team members on workflows, processes, and best practices

Client Services Analyst

• Manage drawdowns, rollovers, rate fixes, pre-payments, redemptions and maturities
• Input relevant data into the loan tracking system
• Generate and send notices to Borrowers and Lenders within specific timeframes
• Receive and check SSI’s and initiate the call back process where necessary
• Manage funds flow between Borrowers and Lenders
• Make payments through banking platforms and arrange foreign exchange transactions where appropriate
• Calculate and pay principal repayments, interest, commitment and other fees, including PIK and non-pro rata events
• Reconcile accounts
• Handle transfers and ensure requests comply with transaction documentation and collection of transfer fees
• Understand deal documentation for system input and responding to Borrower/Lender queries
• Deal with client and audit queries in a timely manner
• Escalate relevant matters to Team Leader and/or Managers
• Perform due diligence regarding potential fraud, money laundering, and financial and reputational risk to GLAS
• Onboard new transactions into internal systems
• Obtain proper documentation from clients to onboard borrowers and lenders
• Open bank accounts for new transactions
• Handle communication for deal closings, including KYC, document intake and operational matters
• Act as a primary operational contact for borrowers, lenders and clients throughout the transaction lifecycle

Client Services Associate

• Ensure satisfaction and retention of assigned clients through superior customer service and operational transparency
• Identify and manage initiatives to optimize revenue cycle performance, drive financial outcomes, and exceed contractual obligations
• Build effective relationships with internal operations and leadership, clients, and vendors
• Partner with client executive and operational leaders to drive expected performance outcomes
• Monitor key metrics and documentation to manage client satisfaction and retention
• Initiate and direct plans to improve client and internal profitability and performance
• Follow up on client feedback and issues and track improvement plans
• Serve as liaison between clients and operations
• Identify process improvements and efficiencies related to customer satisfaction
• Conduct typically monthly client reviews
• Act as escalation point and proactively manage and resolve customer issues
• Track progress and opportunities across internal and external teams
• Alert customers to changing services
• Maintain key client relationships to drive performance and minimize attrition
• Ensure key customers are referenceable promoters to support sales
• Develop ad hoc and scheduled operational performance reports, including trend and anomaly insights, for presentation to assigned clients
• Perform other duties as assigned

Client Services Manager

• Enroll, educate, and support Acumen clients throughout their lifecycle
• Support employers and employees during enrollment
• Process paperwork and manage electronic communication
• Perform accurate data entry in multiple databases
• Establish and maintain relationships with clients, program contacts, and third-party organizations
• Explain program rules, regulations, and implementation requirements to stakeholders
• Act as a liaison between clients and Acumen departments
• Receive, research, and resolve client inquiries within contractual timeframes
• Ensure compliance with state and federal guidelines
• Manage escalated issues involving client families and states
• Develop strategies for program growth through marketing, education, and community outreach
• Collaborate with internal departments to address issues
• Manage fluctuating call and email volume
• Provide customer service through calls and electronic communication
• Support the company’s compliant cybersecurity posture
• Perform other related duties as assigned

Client Services Agent

• Serve as the clients go-to person for all operational items while driving resolution in a timely manner
• Resolve complex process problems requiring in-depth evaluation of basic securities processing procedures and industry standards
• Offer advanced solutions for assigned securities processing areas
• Drive client automation and decrease high-risk manual touch points
• Serve as the client's expert for all items related to their futures clearing
• Provide white glove client service for the entire client relationship and ensure operational items are closed out on a timely basis
• Assist with developing new processes to streamline the client service team's tasks
• Coordinate with internal Operations, Sales, and other front-office members
• Assess risk in business decisions and escalate, manage, and report control issues transparently

Client Services Representative jobs in New Jersey

Client Services Analyst

Client Services Associate

Client Services Manager

Client Services Agent

Futures & OTC Client Service Analyst