Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Wholesale Client Support Analyst facilitating communication across various product teams for deal execution. Involves credit agreements analysis and operational readiness responsibilities with a focus on financial services.
Responsibilities
- Assist with analyzing credit agreements for operational readiness
- Prepare deals structured for closing
- Translate credit agreements for operational execution
- Monitor actions to uphold the integrity of transaction portfolio
- Request funding and provide instructions for the booking of transactions
Requirements
- Bachelor's Degree
- Basic understanding of Credit Agreements and Syndicated Loans
- 2 Years Related Experience
- Ability to travel regionally up to 15%
- Legally authorized to work in the United States on a full-time basis
Benefits
- Medical, Dental and Vision plan coverages effective on your date of hire
- 401(k) plan participation on your date of hire with a 50% match of the first 6% contribution
- Up to 20 days of vacation time, 5 days of additional time off, 7 sick days, and 11 US holidays annually
- Financial support to give back to the community through programs such as Dollars for Doers, Helping Hands and Gift Matching
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