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Client Services Support Specialist| $33.33 hourly | Urgently Hiring! | 826185

Cowan Heights, CA 92705

Posted: 06/20/2025 Job Category: Accounting and Finance Job Number: 826185 Pay Rate: $33.33 per hour

Job Description


Job Title: Client Services Support Specialist (Immediate Need)

Client Services Support Specialist Pay: $33.33

Client Services Support Specialist: 6:00am-3:00pm, or 7:30am- 4:30pm Monday-Friday (1- Hybrid day and 4 days in office required)

Client Services Support Specialist Start Date: ASAP

We are seeking a Client Services Support Specialist for a long term contract opportunity with a large reputable financial services organization in Santa Ana, CA!The Client Services Support Specialist will be responsible for retaining, growing and developing strategic client relationships for a portfolio of (country, regional or global) clients for which they have primary service coverage responsibility, in line with applicable internal policies and external legal/regulatory frameworks. 

The Client Services Support requirements to be considered:

• Facilitating interactions with new and existing clients

• Consulting with clients and supporting their account related queries

• Building relationships and operations where needed

• Ensuring adherence to internal policies and external legal/regulatory frameworks

• 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
 
Requirements:

• 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


If you believe you are a qualified candidate for our Client Services Support Specialist role, please click apply below to apply on our website! 

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About Cowan Heights, CA

Discover exciting job opportunities in and around Cowan Heights, California today! Nestled in the beautiful state of California, Cowan Heights offers a perfect blend of urban amenities and natural beauty, making it an ideal location for job seekers looking to grow their careers. From the nearby iconic Disneyland Resort to the vibrant art scene in Laguna Beach, this region is bursting with unique cultural experiences and enticing recreational activities. Immerse yourself in the stunning landscapes of Peters Canyon Regional Park or catch a show at the Segerstrom Center for the Arts. Consider making Cowan Heights your professional home and experience all that this enchanting area has to offer while pursuing your dream career. Explore our job listings now and take the first step towards an exciting new chapter in your career journey.