Job Abstract

*Onsite Contract Opportunity* 

Lighthouse Technology Services is partnering with our client to fill their Global Capital Markets (GCM) Relationship Manager position! This is a 12+ month contract opportunity and will be on-site in Costa Mesa, California. This role will be a W2 employee of Lighthouse Technology Services. 

Position Overview  

This role will manage client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions

What You'll Be Doing: 

• Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines.
• Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts.
• Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required.
• Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required.
• Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner.
• Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing.
• Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables.
• Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships.
• Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure.
• Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
• Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis.

What You'll Need to Have: 

• Experience working in the Corporate Trust and Agency industry, particularly in transaction management or account administration disciplines.
• Ability to review, understand and analyze complex legal contracts.
• Task oriented with ability to prioritize appropriately to achieve project goals.
• Strong computer skills and familiarity with Microsoft software such as Outlook, Teams, Excel, Word, Adobe, etc.
• Familiarity with industry software applications such as ACS Web, Transtar, etc. a plus.

Pay Range: $30-$40/hr + 

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