Client Services Support Specialist

S&P Global; Oklahoma City (OK); On-site; USD 41,000 - 82,000; Full time

Benefits offered by this job

Health & Wellness

Flexible Downtime

Continuous Learning

Invest in Your Future

Family Friendly Perks

Beyond the Basics

Job summary

S&P Global is seeking an ISCS Associate to support investor relations clients, delivering first-level phone and email support, training, and product demonstrations for our IR desktop software platform. You will work closely with senior management and cross-functional teams to drive adoption and client success.

You will engage with IROs and executives, handle inquiries, troubleshoot issues, and contribute to knowledge base and marketing materials, all while maintaining strong client relationships

Qualifications

• Bachelor's degree in Finance, Economics, Management, Business Administration, Marketing or a related field.
• Experience in account management, client success, or other client-facing roles.
• Knowledge of capital markets and the financial services industry.
• Proficient in Excel, Word, PowerPoint; familiarity with Teams, Salesforce, Jira, or Pendo is a plus.

Responsibilities

• Provide outstanding first-level phone and email support for corporate clients.
• Maintain strong customer relationships while supporting S&P Global's software solutions.
• Provide clients with timely assistance for questions or issues.
• Troubleshoot virtually and assist with the internal issue ticketing system and escalations.
• Own inbound client queries and conduct basic product demonstrations.
• Liaise with product teams regarding bugs and forthcoming enhancements and solicit client feedback.
• Collaborate with internal teams to deliver marketing materials and update knowledge base tools.
• Use the CRM to track all client interactions.

Skills

Account management

Client success

Capital markets

Microsoft Excel

Microsoft Word

PowerPoint

Education

Bachelor's degree in Finance, Economics, Management, Business Administration, Marketing or relevant field

Tools

Salesforce

Jira

Pendo

Microsoft Teams

Job description

About the Role

Grade Level (for internal use) 08

The Team

The Issuer Solutions Client Services group supports investor relations teams at publicly traded companies by providing ongoing product training and best practice advisory, while simultaneously collaborating with colleagues in other Issuer Solutions business segments. You will join a customer-focused team led by a highly experienced management team dedicated to developing and maintaining client relationships to drive product adoption, growth, and client retention, in a supportive and collaborative environment.

The Impact

The Issuer Solutions Client Services (ISCS) Associate works directly with Investor Relations Officers (IROs) as well as c-suite executives who utilize our IR desktop software platform that allows IROs to effectively and efficiently interact with institutional investors, target potential new investors, and analyze the impact of their efforts on its shareholder base and stock performance. The ISCS Associate serves as an invaluable partner and resource to our clients enabling them to meet and exceed their IR needs and goals.

What's in it for you

You will become a subject matter expert in the investor relations industry while gaining and maintaining a thorough understanding of capital markets and institutional investor landscape. You will interact with senior members of management at public companies of all sizes and industries daily via email and phone. You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Issuer Solutions business.

Responsibilities

• Providing outstanding first-level phone and email support for corporate clients
• Maintaining strong customer relationships while supporting S&P Global's software solutions, from tasks such as login assistance to higher severity projects and client queries
• Providing clients, both internal and external, with timely assistance whenever a question or issue is raised
• Troubleshooting virtually and assisting Client Advisors with internal issue ticketing system and escalations
• Ownership of inbound client queries and additional responsibility for how-to training and conducting basic product demonstrations
• Liaising with product teams regarding bugs and forthcoming enhancements, and soliciting feedback from clients to ensure seamless support and ongoing innovation
• Collaborating with internal teams to deliver marketing pieces and updating knowledge base tools
• Utilize company CRM to track all client interactions

What We're Looking For

• Bachelor's degree in Finance, Economics, Management, Business Administration, Marketing or relevant field
• Experience in account management, client success, or other client-facing roles
• Capital markets/financial industry knowledge and interest
• Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or Pendo is a plus)
• Excellent written and verbal communication skills and an outstanding customer service orientation
• Strong organizational skills and ability to manage multiple tasks
• The ability to work well both independently and within a team
• The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately
• This role is limited to persons with indefinite right to work in the United States

Flexible Working

We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

Compensation/Benefits Information (US Applicants Only)

• S&P Global states that the anticipated base salary range for this position is $41,100 to $81,575. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
• In addition to base compensation, this role is eligible for an annual incentive plan.
• This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

Our Purpose

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world. Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People

We're more than 35,000 strong worldwideso we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values

Integrity, Discovery, Partnership At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits

We take care of you, so you can take care of business. We care about our people. That's why we provide everything youand your careerneed to thrive at S&P Global.

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards small perks can make a big difference.

Diversity, Equity, and Inclusion at S&P Global

At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation - Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn't stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.

Equal Opportunity Employer

Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person.

US Candidates Only

The EEO is the Law Poster describes discrimination protections under federal law.

Job Information

20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP203 - Entry Professional (EEO Job Group)

Job ID

288586

Posted On

2024-03-15

Location

Raleigh, North Carolina, United States