Client Solutions Specialist- Lending & Finance Products

Moody's; Boca Raton (FL); On-site; USD 68,000 - 98,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

Paid time off

401(k) plan

Stock purchase plan

Tuition reimbursement

Job summary

Moody's Corporation in Boca Raton seeks a capable client support professional to provide financial and technical product support to clients using Moody's Analytics Lending Solutions. You will help clients interpret outputs, bridge finance knowledge with technical troubleshooting, and deliver education on features and architecture.

Join a collaborative Client Service team that partners with Engineering, Research and Product to elevate client experiences, while embracing innovation and responsible

Qualifications

• 1–3 years of professional experience in client support, customer service, financial services, software support, technical support, or a related field (required)
• General understanding of financial statements and key accounting concepts, including Balance Sheet, Income Statement, and Cash Flow Statement (required)
• Strong customer service skills with an eagerness to excel and contribute to a dynamic, high-performing team (required)
• Superb analytical skills and persistence in problem-solving, particularly in technical troubleshooting (required)
• Excellent verbal, written, and organizational skills, with strong attention to detail and the ability to learn quickly (required)
• Working knowledge of Windows-based software, including spreadsheet and word processing applications (required)
• Experience in the financial industry, banking, commercial lending, commercial real estate, or capital markets (preferred)
• Basic knowledge of database administration tools such as structured query language (preferred)
• Familiarity with credit risk concepts, loan origination processes, and portfolio management (preferred)
• Exposure to financial analytics tools and/or enterprise software platforms (preferred)
• Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Responsibilities

• Provide financial and technical product support to clients using Moody's Analytics Lending Solutions products, helping them leverage world-class software to improve their business outcomes.
• Assist clients in interpreting product outputs in the context of their financial analysis and credit risk assessments
• Deliver conceptual solutions to a wide range of clients, bridging finance knowledge with technical troubleshooting expertise
• Provide in-depth education and assistance on product features, functionality, and technical architecture to clients at all experience levels
• Support clients on the use of credit risk and lending products in a courteous, professional, and timely manner via web, email, and telephone
• Communicate effectively and develop strong working relationships with colleagues across Client Service and partner teams, including Engineering, Research, and Product
• Provide constructive feedback to sales and training groups regarding client needs, market trends, and emerging opportunities
• Identify, capture, and channel client feedback on product features and functionality to support continuous improvement
• Originate content for the client knowledge base, including finance-focused examples and real-world use cases
• Manage and elevate requests appropriately while maintaining ownership of the client interaction and delivery of the solution

Skills

Client support

Financial statements

Customer service

Analytical skills

Communications

Windows software

AI basics

SQL basics

Education

Bachelor's degree

Tools

SQL

Job description

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

• 1–3 years of professional experience in client support, customer service, financial services, software support, technical support, or a related field (required)
• General understanding of financial statements and key accounting concepts, including Balance Sheet, Income Statement, and Cash Flow Statement (required)
• Strong customer service skills with an eagerness to excel and contribute to a dynamic, high-performing team (required)
• Superb analytical skills and persistence in problem-solving, particularly in technical troubleshooting (required)
• Excellent verbal, written, and organizational skills, with strong attention to detail and the ability to learn quickly (required)
• Working knowledge of Windows-based software, including spreadsheet and word processing applications (required)
• Experience in the financial industry, banking, commercial lending, commercial real estate, or capital markets (preferred)
• Basic knowledge of database administration tools such as structured query language (preferred)
• Familiarity with credit risk concepts, loan origination processes, and portfolio management (preferred)
• Exposure to financial analytics tools and/or enterprise software platforms (preferred)
• Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Education

• Bachelor's degree required; concentration in Finance, Accounting, Economics, or Computer Science preferred

Responsibilities

• Provide financial and technical product support to clients using Moody's Analytics Lending Solutions products, helping them leverage world-class software to improve their business outcomes.
• Assist clients in interpreting product outputs in the context of their financial analysis and credit risk assessments
• Deliver conceptual solutions to a wide range of clients, bridging finance knowledge with technical troubleshooting expertise
• Provide in-depth education and assistance on product features, functionality, and technical architecture to clients at all experience levels
• Support clients on the use of credit risk and lending products in a courteous, professional, and timely manner via web, email, and telephone
• Communicate effectively and develop strong working relationships with colleagues across Client Service and partner teams, including Engineering, Research, and Product
• Provide constructive feedback to sales and training groups regarding client needs, market trends, and emerging opportunities
• Identify, capture, and channel client feedback on product features and functionality to support continuous improvement
• Originate content for the client knowledge base, including finance-focused examples and real-world use cases
• Manage and elevate requests appropriately while maintaining ownership of the client interaction and delivery of the solution

About the Team

Our Client Service team is responsible for supporting clients in their usage of the Moody's Analytics Lending Solutions products. We ensure our products, financial models, and technology are used effectively to add value to our clients' businesses, and we act as a vital link between clients and our internal product and engineering teams. By joining our team, you will be part of exciting work in Financial Services and develop a broad knowledge of credit and market risk, while contributing to a collaborative environment that embraces innovation and the responsible use of emerging technologies, including artificial intelligence, to continuously elevate the client experience.

For US-based roles only: the anticipated hiring base salary range for this position is$67,800.00-$98,400.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status,sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.