Client Services Associate, Agency and Trustee Services, L3.1

Kroll; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in London is seeking a Client Services Associate to manage a portfolio of loans and bonds. The role involves reviewing documentation, maintaining borrower relationships, and ensuring compliance with KYC regulations. Ideal candidates are strong team players with excellent communication skills and attention to detail. The position may require extended hours based on business demands.

Qualifications

• Strong team player with excellent communication skills.
• Strong attention to detail with a risk-aware mindset.
• Well organized and able to prioritize tasks.

Responsibilities

• Ownership of a portfolio of loans and bonds from a BAU perspective.
• Documentation review for all BAU matters.
• Maintain and build on Borrower relationships.

Job description

Overview

Client Services Associate, Agency and Trustee Services, L3.1 — London, United Kingdom.

London, United Kingdom | 21012955

Responsibilities

• Ownership of a portfolio of loans and bonds from a BAU perspective
• Documentation review for all BAU matters
• Maintain and build on Borrower relationships. Actively call on clients to discuss service levels and opportunities
• Represent creditors security interests
• Act as a conduit between finance parties representing lenders
• Track Obligor information undertakings, circulate to creditors (deliverables)
• Collaborate with management to bring ideas and suggestions for best practice
• Consents, Waivers & Amendments
• Documentation review & negotiation of finance documents with counsel
• Creditor outreach & facilitate questions on the request
• Maintaining a creditor consent register and provide updates on consent threshold
• Executing amendment documentation and circulate to creditors
• Instruct OPS to implement amendments on internal operating platforms
• Obligor accessions
• Documentation review & negotiation of finance documents with counsel
• Creditor outreach & facilitate questions on the request including KYC
• Monitor KYC sign off from creditors
• Liase with KATS KYC team to onboard new obligors
• Executing accession documentation and circulate to creditors
• Take additional security where applicable
• Creditor Accessions
• Review and execution of accession documentation (usually scheduled to ICA)
• Prepayments / repayments
• Review and execution of release documentation and pay-off letters
• Coordinate to finalise pay-off amounts
• Process accordions, upsizes & incremental facilities
• Documentation review & negotiation of finance documents with counsel
• Monitor CP’s
• Coordinate KYC requirements for new Borrowers / lenders
• Coordinate closing / funding for drawdown
• Check payment files and release funds for BAU drawdowns and full repayments
• Security / collateral
• Hold security over borrower / obligor assets for benefit of the creditors
• Facilitate taking new security and releasing existing security
• Review and execution of security documents
• Knowledge of current loan market practices
• Strong team player with excellent communications skills
• Strong attention to detail with a risk aware mindset
• Well organized and able to prioritise tasks
• Available to work extended hours as the business dictates