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Client Services Administrator

ExperiencedNo visa sponsorship
Deutsche Bank logo

at Deutsche Bank

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Client Services Administrator - Santa Ana, USA** Lead day-to-day client service for a diverse portfolio, ensuring operational excellence and delivering customized solutions. Manage and process trust and agency funds through internal and external investment firms, with rigorous compliance monitoring. Collaborate with cross-functional teams, driving efficient service within bank's hybrid work model. Requires proven project finance experience, meticulous detail معه attention, and seamless interpersonal communication.

Compensation
$75,000 – $119,500 USD

Currency: $ (USD)

City
New York City
Country
United States

Full Job Description

Client Services Administrator

Job ID:R0437580 Full/Part-Time: Full-time
Regular/Temporary: Regular Listed: 2026-06-15
Location: Santa Ana

Position Overview

Job Title Client Services Administrator - Project Finance Agency Services

Corporate Title Client Services Administrator

Location New York, NY

Overview

The Client Service Officer is dedicated to delivering an excellent client service experience, striving to enhance existing relationships through improved service and developing a service model and reputation that attracts new clients. They deliver customer driven solutions which contribute to the profitability and growth of their dedicated client base. They assist with client issues independently, proactively, and efficiently to the satisfaction of the client, under the guidance of Client Service Manager(s) and Specialist(s).

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift and volunteer programs

What Youll Do

  • Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables
  • Identify, receive, transfer, invest, and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH, set up of payments)
  • Monitor transactions to verify borrowers compliance with reporting requirements
  • Interface with various internal departments such as Operations, Business Control, and Compliance
  • Ensure that all weekly, by-monthly, and monthly reporting and systems updates are reviewed, approved, and complete (overdraft, ticklers, deal events, annual account reviews, etc)
  • Responsible for ensuring excellent service is provided to all clients; manage risk through strict adherence to internal policies and procedures

Skills Youll Need

  • Ability to multi-task and excellent attention to detail
  • Strong interpersonal and verbal/written communication skills
  • Works collaboratively within the organization, as well as independently

Skills That Will Help You Excel

  • Project Finance and/or Corporate Trust
  • Experienced in trust accounts daily activity management
  • Familiar syndicated loan structures, collateral & security trustee services, and administrative agent functions

Expectations

It is the Banks expectation that employees hired into this role will work in the New York City office in accordance with the Banks hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $75,000 to $119,500. Actual salaries may be based on a number of factors including, but not limited to, a candidates skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. Thats why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email HR.Direct@DB.com.

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.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.


Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Banks Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".

Client Services Administrator

Compensation

$75,000 – $119,500 USD

City: New York City

Country: United States

Deutsche Bank logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at Deutsche Bank

ExperiencedNo visa sponsorship

**Client Services Administrator - Santa Ana, USA** Lead day-to-day client service for a diverse portfolio, ensuring operational excellence and delivering customized solutions. Manage and process trust and agency funds through internal and external investment firms, with rigorous compliance monitoring. Collaborate with cross-functional teams, driving efficient service within bank's hybrid work model. Requires proven project finance experience, meticulous detail معه attention, and seamless interpersonal communication.

Full Job Description

Client Services Administrator

Job ID:R0437580 Full/Part-Time: Full-time
Regular/Temporary: Regular Listed: 2026-06-15
Location: Santa Ana

Position Overview

Job Title Client Services Administrator - Project Finance Agency Services

Corporate Title Client Services Administrator

Location New York, NY

Overview

The Client Service Officer is dedicated to delivering an excellent client service experience, striving to enhance existing relationships through improved service and developing a service model and reputation that attracts new clients. They deliver customer driven solutions which contribute to the profitability and growth of their dedicated client base. They assist with client issues independently, proactively, and efficiently to the satisfaction of the client, under the guidance of Client Service Manager(s) and Specialist(s).

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration
  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  • Educational resources, matching gift and volunteer programs

What Youll Do

  • Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions with multiple deliverables
  • Identify, receive, transfer, invest, and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH, set up of payments)
  • Monitor transactions to verify borrowers compliance with reporting requirements
  • Interface with various internal departments such as Operations, Business Control, and Compliance
  • Ensure that all weekly, by-monthly, and monthly reporting and systems updates are reviewed, approved, and complete (overdraft, ticklers, deal events, annual account reviews, etc)
  • Responsible for ensuring excellent service is provided to all clients; manage risk through strict adherence to internal policies and procedures

Skills Youll Need

  • Ability to multi-task and excellent attention to detail
  • Strong interpersonal and verbal/written communication skills
  • Works collaboratively within the organization, as well as independently

Skills That Will Help You Excel

  • Project Finance and/or Corporate Trust
  • Experienced in trust accounts daily activity management
  • Familiar syndicated loan structures, collateral & security trustee services, and administrative agent functions

Expectations

It is the Banks expectation that employees hired into this role will work in the New York City office in accordance with the Banks hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in New York City is $75,000 to $119,500. Actual salaries may be based on a number of factors including, but not limited to, a candidates skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. Thats why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Banks California Privacy Notice please email HR.Direct@DB.com.

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.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.


Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Banks Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act".