Senior Client Success & Finance Associate

PassFort; New York (NY); On-site; USD 95,000 - 137,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Tuition reimbursement

Job summary

Moody's is hiring a Sr Associate Account Management in New York to manage key client relationships, support fee discussions, and ensure service excellence as part of the regional account management team. You will liaise with internal and external partners to drive value and retention across the ratings lifecycle.

The role emphasizes a client-centric approach, strong communication, and ability to manage multiple priorities while supporting the ratings application process and cross-functional

Qualifications

• Undergraduate or first level degree in finance, accounting, business, or economics.
• Solid knowledge of capital markets with client-facing application.
• Experience in corporate finance space or related sectors preferred.

Responsibilities

• Serve as the primary relationship manager for assigned portfolio under guidance from direct manager.
• Apply corporate finance and sector knowledge to support client interactions and fee discussions.
• Liaise with external parties to resolve data, billing, and invoice inquiries.
• Support fee negotiations and term arrangements while maintaining customer satisfaction.
• Coordinate, prepare, and participate in customer meetings including sourcing materials.
• Assist management on regional account management activities and ratings processes.
• Respond to customer queries with high standards of service.
• Maintain accurate customer agreements and fee information in internal systems.
• Collaborate with Sales Support, Billing, and Collections to resolve inquiries.
• Travel domestically approximately 20% of the time.

Skills

Capital markets knowledge

Client-facing experience

AI awareness

Communication skills

MS Excel

PowerPoint

Salesforce experience

Education

Finance/accounting/economics degree

Tools

Salesforce

Job description

Moody's is hiring a Sr Associate Account Management in New York to manage key client relationships, support fee discussions, and ensure service excellence as part of the regional account management team. You will liaise with internal and external partners to drive value and retention across the ratings lifecycle.

The role emphasizes a client-centric approach, strong communication, and ability to manage multiple priorities while supporting the ratings application process and cross-functional