Sr Associate, Client Services at S&P Global

Dallas, Texas, United States

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$51,289 – $71,500Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, ComplianceIndustries

Requirements

BA or BS degree in relevant field
Strong PC skills – Microsoft Office Products
Customer relations experience
Experience in the financial services
Indefinite right to work in the United States

Responsibilities

Generate and manage the day-to-day deliverables to clients (primarily capital management firms)
Perform routine reconciliation of key data points with trustees
Generate compliance test results for comparison to the monthly trustee reports, and research variances
Monitor cash collection, payment, and reserve accounts to ensure activity and transactions are processed properly
Manage inquiries regarding collateral attributes and transactions and facilitate the workflow and timely resolution between internal groups
Complete special projects as assigned

Skills

Key technologies and capabilities for this role

Microsoft OfficeCustomer RelationsData ReconciliationCompliance TestingClient ManagementAccount Monitoring

Questions & Answers

Common questions about this position

What is the salary range for this Sr Associate, Client Services position?

The anticipated base salary range is $51,289.00 to $71,500.00, with the final amount based on geographic location, experience, skill set, training, licenses, and certifications. The role is also eligible for an annual incentive plan and additional S&P Global benefits.

Is this position remote or does it require office work?

This information is not specified in the job description.

What are the required qualifications for this role?

Basic requirements include a BA or BS degree in a relevant field, strong PC skills in Microsoft Office Products, customer relations experience, and experience in the financial services.

What does the team structure look like for this position?

The role is part of the S&P Market Intelligence team within the Enterprise Solutions - Compliance Services group, involving partnership with Service Delivery Managers, Account Specialists, and other business lines to manage client deliverables and support.

What preferred qualifications would make me a stronger candidate?

Preferred qualifications include functional knowledge of Collateralized Loan Obligations (CLOs), experience with Wall Street Office Product Suite (WSO), an Accounting/Finance major, and experience in high-yield or leveraged loan financial markets.

S&P Global

Provides financial information and analytics services

About S&P Global

S&P Global provides financial information and analytics to a wide range of clients, including investors, corporations, and governments. The company offers services such as credit ratings, market intelligence, and indices, which help clients understand and navigate the global financial market. S&P Global's products work by utilizing advanced data analytics and research to deliver insights that assist clients in making informed decisions and managing risks. Unlike many competitors, S&P Global has a diverse range of divisions, including S&P Global Ratings and S&P Dow Jones Indices, which allows it to cater to various financial needs. The company's goal is to support clients in driving growth while also committing to corporate responsibility and positive societal impact.

New York City, New YorkHeadquarters

1917Year Founded

IPOCompany Stage

Data & Analytics, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Unlimited Paid Time Off

Professional Development Budget

401(k) Company Match

Family Planning Benefits

Employee Discounts

Risks

Integration challenges with new acquisitions like ProntoNLP may cause operational issues.

Increased competition from AI-driven platforms like Brooklyn Investment Group.

Dependence on volatile credit ratings market could impact revenue stability.

Differentiation

S&P Global integrates advanced AI tools for superior financial analytics capabilities.

The company offers comprehensive ESG solutions, meeting growing sustainability demands.

S&P Global's diverse divisions provide a wide range of financial services globally.

Upsides

Acquisition of ProntoNLP boosts data analytics and sentiment scoring capabilities.

Rising demand for ESG data enhances S&P Global's market position.

Expansion into India strengthens S&P Global's research and insights offerings.

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