VP - Client Service - CLO/Structured Debt

We're seeking a future team member for the role of Vice President, Client Service (Corporate Trust - CLO/Structured Finance/Loans) to join our Structured Debt Client Platform team. This role is located in Houston, TX.

In this role, you'll make an impact in the following ways:

• Works with external clients to resolve the most complex day-to-day issues and direct them to appropriate resources at the company.
• Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Applies advanced problem-solving skills, judgement, and experience to analyze information.
• Uses developed communication skills to deliver high quality service to a specialized client base.
• Provides key individuals at assigned clients information related to company products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader company services and offerings.
• Proactively assists clients in reviewing potential business needs and directs them to appropriate resources at the firm.
• Resolves the most complex or non-routine client issues or inquires, as needed.
• Uses in-depth knowledge of client issues and needs to contribute to business development efforts.
• Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.
• Leads and participates in internal activities and initiatives designed to improve the client experience.
• Uses knowledge of client services best practices and client needs to help develop process improvements.
• Provides guidance to less experienced team members.
• Supports multiple, complex client accounts.

To be successful in this role, we're seeking the following:

• Bachelor's degree in Business, Finance, or a related field. Advanced degree or professional certification preferred.
• Typically 7-12 years of experience.
• Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed decisions.
• Excellent communication and interpersonal skills, capable of building strong relationships with clients and internal teams.
• Proficiency in client service operations and a thorough understanding of industry regulations and standards.
• Client Service/Operations experience within financial services is strongly preferred.
• Corporate Trust background strongly preferred.
• CLO/CDO background strongly preferred.
• SOLVAS background preferred.
• Finance/accounting, compliance/reporting, reconciliation background experience strongly preferred.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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