Client Success Associate

ISS; Norman (OK); On-site; USD 40,000 - 80,000; Full time

Job summary

Join an innovative firm as a Client Success Associate, where your passion for finance and client service will shine. In this role, you will engage with clients, providing expert guidance on corporate governance solutions. You'll be the trusted advisor, ensuring client satisfaction and retention while collaborating with internal teams to drive operational excellence. This position promises a dynamic work environment that values collaboration and innovation, allowing you to make a meaningful impact in the financial sector. If you're proactive, detail-oriented, and eager to learn, this is the perfect opportunity for you to advance your career!

Qualifications

• Experience in account management or client service, ideally in finance or governance.
• Strong interest in finance with understanding of markets.

Responsibilities

• Achieve target renewal rates through outstanding client service.
• Act as a trusted advisor and manage client inquiries and issues.

Skills

Client Service

Financial Operations

Project Management

Verbal Communication

Attention to Detail

Education

Bachelor’s Degree

Associate's Degree

Tools

SalesForce.com

Microsoft Office

Job description

Let’s be #BrilliantTogether

Client Success Associate – Governance Solutions

Advance your career with the leading provider of corporate governance and responsible investment solutions. Institutional Shareholder Services (ISS STOXX) empowers investors and companies to build sustainable financial and social value by providing high quality data, analytics, and insight. Our clients rely on ISS STOXX’s expertise and capital stewardship to help them make informed investment decisions, and our people are equally passionate about positively impacting the communities where we live and work. If you want to be a part of an exciting work culture that values innovation, collaboration, and provides you with the support you need to make a difference, we’d love to hear from you! Join our team at ISS STOXX!

We are seeking a Client Success Associate to join our Norman, OK team. A successful candidate will have an interest in financial operations and client service, and a desire to learn about corporate governance. You should develop strong working relationships with external clients, and product expertise to guide clients to better use ISS STOXX’s products/services.

Client Success Associates are adaptable and efficient problem solvers who can lead cross-organization initiatives. Our clients span some of the world's foremost hedge funds, pension funds and other asset managers. This role should learn corporate governance and proxy voting services, learn clients’ businesses, and provide effective solutions.

Performance is based on a combination of factors including account renewal rates, client communication, operational efficiency, and facilitating upsell opportunities.

What You'll Do:

• Achieve target renewal rate through outstanding client service
• Act as a trusted advisor for clients and collaborate with ISS STOXX team to drive operational excellence
• Serve as domain expert on ISS STOXX suite of proxy and corporate governance solutions
• Own and manage client inquiry and issue resolution process, using SalesForce.com and other tools
• Conduct calls with clients (health checks, training, relationship planning and review)
• Identify accounts at risk and create plans to ensure revenue and client retention
• Assess client reporting needs and coordinate report delivery
• Perform Master Account List reviews and manage annual due diligence process for selected clients
• Take ownership of operational support, including ballot and vote management, account maintenance, and vote report production
• Maintain awareness of industry trends and communicate key developments to clients
• Identify and communicate up-sell opportunities to sales team to assist in closing deals
• Provide subject matter expertise in pre-sales/up-sell/on-boarding activities
• Act as “quarterback” between client and internal teams for key initiatives and communicate market requirements to ISS business leaders

What We Need from You:

• Bachelor’s or Associate's degree required
• Experience in an account management or client service position, ideally in financial or corporate governance industries
• Strong interest in finance, with understanding of financial markets and market players
• Proactive, innovative, motivated, and commercially-aware with strong attention to detail
• Demonstrated project management skills plus excellent organizational and verbal skills
• Proficiency in Microsoft Office product suite
• Manage the expectations of a diverse client base
• Absolute personal and business integrity

Let’s be #BrilliantTogether.