The Role
As a Client Services Relationship Manager, you will manage client relationships, oversee transactions in collateral administration, and ensure compliance with regulations, while leading a client service team.
Summary Generated by Built In
Siepe is a fast-growing technology company headquartered in Dallas, TX – focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions – faster.
Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We don’t just serve the industry – we help modernize it!
Siepe is profitable, privately held, and growing fast. We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path, you’ll find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.
As a Client Service Relationship Manager on the Collateral Administration team, you will serve as the key liaison between Siepe and our clients, ensuring accuracy, transparency, and trust in all aspects of collateral and credit management. You’ll oversee complex financial transactions, guide a high-performing client service team, and deliver timely, data-driven reporting that meets both client and regulatory standards. This role combines technical financial expertise with relationship management, requiring someone who can balance analytical precision with exceptional client communication.
What You'll Be Doing
- The ability to read and interpret all governing deal and credit documents.
- Respond to the needs of clients and other third parties.
- Manage transactions and ensure all notifications are actioned accordingly.
- Resolve complex credit transactions.
- Provide accurate and timely deliverables and client communication.
- Proactively manage daily workflow through client understanding and service level agreements.
- Complies and enforces standard policies and procedures.
- Design efficient quality control metrics.
- Establish performance targets.
- Promote knowledge sharing and development.
- Create reporting specifications from governing documents.
- Model payment calculations for various reporting platforms.
- Generate and review various types of client reporting.
- Effectively manage a growing client base.
- Oversee, manage, and train a client service team.
What You’ll Bring
- 5+ years in structured finance, collateral administration, loan servicing, or a related financial operations role.
- Deep understanding of credit documents, deal structures, and financial reporting processes.
- Proficiency with financial modeling, Excel, and reporting platforms; experience with system-based workflows and data integrity controls.
- Strong attention to detail and ability to interpret complex financial agreements and translate them into actionable workflows.
- Proven success in managing client relationships, resolving issues, and driving satisfaction through proactive communication.
- Ability to coach, develop, and motivate team members while ensuring operational excellence.
- Excellent interpersonal and communication skills; able to work cross-functionally with internal teams and external stakeholders.
- Thrives in a fast-paced environment with shifting priorities and evolving client needs.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
What We Offer
At Siepe, we don’t just hire talent, we build performance-driven teams empowered by transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics: they’re designed to reward bold thinking, support personal development, and create space for meaningful connection whether you're growing your career, your skill set, or your impact.
Compensation & Financial Well-being:
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Employee Referral Program – earn rewards for helping us grow our talented team
Health & Insurance Benefits
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
Learning & Career Growth
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement
Time Off & Flexibility
- Generous Paid Time Off (PTO)
- Flexibility to recharge and maintain work-life balance
In-Office Perks & Culture
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Top Skills
Excel
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The Company
What We Do
Siepe is a public cloud managed services and data analytics provider designed specifically to address the technology needs of asset managers. We were built from the ground-up by experienced industry practitioners, using modular technology and flexible, well-formed data solutions. So whether you use our services as stand-alone or quickly integrate them with third parties, you can trust us to seamlessly apply institutional and regulatory best practices across your business.
Siepe's intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization – allowing fund managers to discover strategic and actionable insights.
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