Client Services Relationship Manager

Job Description

Job Description

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

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 :

Health & Insurance Benefits

Learning & Career Growth

Time Off & Flexibility

In-Office Perks & Culture

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.