Acara Solutions is seeking a Client Transaction Manager I for our client, a Fortune 500 Bank in Costa Mesa, CA!

We are seeking qualified candidates with:

• Experience managing client relationships in the Corporate Trust/Agency industry
• A background in transaction management or account administration

Here's what you'll do:

• 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.
• Implement approved fee increases, discounts and waivers as identified or instructed per established controls and procedures. Partner with Fee Billing to monitor and timely collect aged receivables.
• Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence.
• Represent GCM at transaction closings, attend and chair client meetings and presentations and prepare relevant documentation to support the attraction, retention and expansion of client relationships.
• Participate in departmental projects and Corporate initiatives on a periodic basis.
• May supervise and/or mentor less experienced associates.

Position Type: Long term Contract

Pay: $37.50/hr.

Hours: M-F 1^st shift **100% Onsite

About Acara Solutions

Acara is a premier provider of recruiting and workforce solutions-we help companies compete for talent. With a legacy of experience in a variety of industries around the world, we partner with clients, listen to their needs, and customize visionary talent solutions that drive desired business outcomes. We leverage decades of experience to deliver contingent staffing, direct placement, executive search, and workforce services worldwide.

**Please send resumes to Cara at sellonc@acarasolutions.com for immediate consideration!!**

Required Skills / Qualifications:

• Bachelor's Degree in Finance, Accounting, or Business.
• 3+ years' experience managing client relationships in the Corporate Trust/Agency industry.

Preferred Skills / Qualifications:

• Ability to review, understand, and analyze complex legal contracts.
• Strong written and verbal communication skills.
• Acute attention to detail.
• Highly analytical, organized, and efficient.
• Ability to prioritize appropriately to achieve project goals.
• Proficiency in Microsoft Office.
• Familiarity with industry software applications such as ACS Web, Transtar etc.