BPS Client Service & Support Representative – Senior Lead

Role Overview

• Manage key client relationships and oversee complex collateral administration activities for CLO and structured finance portfolios.
• Ensure accurate service delivery, drive operational excellence, manage risk, and serve as a subject matter expert.
• Serve as a primary point of contact for assigned CLO and structured finance clients.
• Build and maintain strong relationships with portfolio managers, trustees, auditors, rating agencies, and other stakeholders.
• Manage client communications, escalations, and service delivery expectations.
• Coordinate resolution of operational issues and ensure timely follow-up on client inquiries.
• Participate in client review meetings and support client retention initiatives.
• Oversee monthly and periodic CLO compliance reporting.
• Review trustee reports, compliance tests, waterfall calculations, and portfolio data.
• Support deal lifecycle events including new issue closings, refinancings and resets, optional redemptions, restructurings and workout events.
• Ensure accurate processing of cashflows, priority of payments, and transaction activity.
• Liaise with trustees, administrators, and internal operations teams to resolve data discrepancies.
• Review deliverables for accuracy and completeness.
• Identify operational risks and recommend corrective actions.
• Escalate material client, compliance, or processing issues appropriately.
• Ensure adherence to internal controls, procedures, and client service standards.
• Mentor and support junior team members. Lead complex projects and process improvement initiatives. Assist with client onboarding and service transitions.

Requirements

• Bachelor’s degree in business, Finance, or a related field, or equivalent experience.
• Experience in trust, securities, operations, or a related financial services environment.
• Strong client service and relationship management skills.
• Excellent written, verbal, and presentation communication skills.
• Strong organizational, leadership, decision-making, and problem-solving abilities.
• Ability to work independently and collaboratively.
• Proficiency in Microsoft Office and familiarity with business systems.
• Ability to build effective relationships with clients, colleagues, and senior stakeholders.
• Proven ability to manage complex assignments, exercise sound judgment, and provide guidance to others.

Benefits

• Opportunities to make an impact in fintech.
• Personal and professional learning.
• Inclusive, diverse work environment.
• Resources to give back to your community.
• Competitive salary and benefit.