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Associate-Relationship Mgmt

Moody's

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Moody's

Associate-Relationship Mgmt

Onsite Heredia, Costa Rica
Posted 11 hours ago
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Watch this video to learn more about Moody's

Job Details

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.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. 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

  • 1-2 years of relevant experience in the financial services industry, with a strong understanding of Capital Markets and its application to the role.
  • Excellent verbal, written communication, and interpersonal skills essential for effective collaboration.
  • Proven ability to work efficiently within a large, dynamic team, demonstrating adaptability and multitasking capabilities.
  • Strong organizational skills with the ability to prioritize tasks, meet tight deadlines, and take initiative proactively.
  • Proficiency in MS Office (PowerPoint, Excel) with experience in CRM platforms like Salesforce considered a plus.

Education

  • Minimum of Undergraduate / First Level degree (or equivalent) preferably in business administration, finance and or international relations.

Responsibilities

Individual contributor responsible for providing mainly office-based sales support for the Relationship Management and Business Development Teams. The associate will work to support team members to manage relationships while growing mandates and revenue in their assigned territory(ies), region(s) and/or line of business. Individuals must exercise independent judgment to support customer relationships under little direct supervision. 

  • Independently handle customer queries, ensuring exceptional customer-centric service.
  • Maintain the accuracy and completeness of customer data in Salesforce and other internal databases, including details on pricing and fees.
  • Draft side letters, support opportunities and rating applications, assist with Pricing and Method exceptions, and provide support for specific product request approvals.
  • Assist senior team members with transaction oversight, relationship needs, and tasks such as gathering data for RFPs, monitoring market developments, and identifying cross-selling opportunities.
  • Provide administrative support for projects, regulatory tasks, marketing campaigns, and other initiatives as directed.
  • Collaborate with internal teams (e.g., legal, billing, compliance) to address customer and management needs, including resolving invoice issues and preparing for customer meetings.
  • Generate documentation such as fee brochures and pricing letters to support pricing approvals and the annual fee negotiation process.

About the team

Our Sales Support team plays a critical role in driving operational excellence across North America (NAM) and Latin America (LATAM). We partner closely with the Relationship Management teams in the Commercial department to ensure seamless processes, accurate reporting, and timely support for client-facing initiatives. The team thrives in a fast-paced, collaborative environment, delivering high-quality service that empowers our sales organization to focus on strategic growth and client relationships.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

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.

For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet

Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee’s tenure with Moody’s.

Learn more about Moody's
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