Client Services Specialist

Job title: Client Services Specialist

Corporate Title: Associate

Location: Mumbai, India

Role Description

Overview: Business Division

• Deutsche Bank’s Corporate Bank (CB) a market leader in cash management, trade finance & lending, securities services, and Trust & Agency Services. Focusing on the treasurers and finance departments of corporate and commercial clients and financial institutions across the globe, our universal expertise and global network allows us to offer truly integrated and effective solutions.

Overview: Business

• CB’s Trust and Agency Services (TAS) team, with offices in New York, California, London, Frankfurt, Milan, Lisbon, Dublin, Hong Kong, Singapore, and Tokyo has long been recognized as a leader in the provision of administrative and fiduciary services to the global debt and equities markets.
• It supports structures from the simplest to the most complex, covering Asset Backed Securities, CLOs and Managed accounts, Corporate Debt, Escrows, Project Finance, Loan Agency, and Depositary Receipts.
• The Corporate Trust business is responsible for a broad portfolio of conventional debt and securitization transactions and service teams are required to engage directly with transaction parties supporting the administration of structured and non-structured debt issuances in accordance with the contractual terms.

Overview: Role Specific Duties

• Bank Loan Services is a business which provides 3rd party loan agency administrative middle/back-office services to clients who are originators and/or arrangers of middle market and broadly syndicated bank loans. Our unique alternative for the administration support of loans gives our clients scalability, flexibility to support their business as they utilized our Bank Loan Services experience in loan syndication and loan technology.  Our client profile type are hedge fund managers, private equity firms, direct lending funds, financial institutions and various Deutsche Bank desks who originate and arrange syndicated loan financings. Our Bank Loan Services team acts in a ‘middle-office’ capacity servicing as private label administrative agent, named facility/administrative agent and collateral agent on a wide portfolio of deals, originated both by Deutsche Bank AG and third-party originating institutions.  Much of this work is high profile and may be complex in nature. Our Bank Loan Services team is split between Client Services and Lender Management teams, both teams work together to service our clients.  Our Lender Management team oversees the KYC/Tax administration set up for our all of clients’ lenders and borrowers and works closely with various utility teams to ensure timely set up. 
• The successful candidate will be required to cover European working hours supporting the US business.
• Corporate title will depend on the relative experience of candidate.

What we’ll offer you:

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy.

• Best in class leave policy.
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your Key Responsibilities:

• Handling the lender management administration of a portfolio of Syndicated Loans transactions (ranging from small ‘club’ deals to large leveraged facilities)
• Coordinate set up of lenders and borrowers for closing of syndicated loan agented deals by liaising with borrowers, customers, and lenders.  This involves reviewing lender/and or borrower forms, working with various internal teams to complete in time for closings.
• Manage day-to-day borrower, customer and lender queries relating to lender management administration and trading to ensure satisfactory resolution.
• Monitor daily workflow of all lender management lifecycle including completed KYC, lender remediation, ensure lender tax status is compliant, setting up wire instructions for payments and covering all associated emails to ensure that all and responses are completed within the appropriate timeframes.
• Assist with the primary syndication trade settlement process and secondary assignments in Clear.
• Par trade settlement system.
• Participate in team’s improvement for operational controls, mitigate losses and ensure consistent and superior client satisfaction.
• Participate in cross-process initiatives formulated to create or improve existing functionality and processes.
• Our clients (internal/external), you will be building and maintaining a working relationship to support our clients loan book and mitigating any servicing risks.
• Loan Operations, you will be maintaining a daily relationship with this team to ensure operational servicing models for the business are met.
• Identify and escalate open issues that represent risk to senior management.

Your Skills and Experience:

• Bachelor’s Degree, preferably in Business, Finance, Accounting, or Economics combined with at least 5 years of finance industry experience.
• Preferred experience in Loan Agency/Loan Administration
• Loan IQ experience preferred.
• Loan Platforms/ClearPar experience preferred.
• Effective decision-making skills and ability to have autonomy.
• Strong awareness of risk controls
• Effective decision-making skills and ability to delegate to meet strict deadlines.
• Excellent PC skills to include experience with MS Word, Excel, and PowerPoint
• Ability to work independently and handle heavy volume within deadlines.
• Self-motivated, proactive, and possessed of an ability to use own initiative.
• Assertive, with excellent interpersonal skills
• Possess well-developed business skills.
• An excellent team player, capable of sharing information freely, and assisting others as required.
• Displays attention to detail and accuracy.
• Possesses a demonstrated ability to build and manage relationships and has the credibility and confidence to liaise effectively at senior levels.
• Shows willingness to, and demonstrated experience of, delivering to clients.
• Has strong time management and organizational capability.

How we’ll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.htm

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.