What S&P Global Has to Offer: Job Details
About the Role:
Grade Level (for internal use):
11The Team:
The WSO Client Support Specialist team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure client satisfaction.
The Client Support Specialist (CSS) team interacts with VPs, MDs, COOs, CFOs, and other industry leaders and experts on a daily basis. The team has a wide range of exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to build and maintain relationships with senior-level decision makers while gaining valuable industry knowledge that's not taught in any school. You'll also pick up a wide variety of other skills related to things like Enterprise Data and Project Management.
Responsibilities and Impact:
The Client Support Specialist is an expert on all things WSO. We connect and bridge the gap between clients, internal departments, and third parties alike. We are relied upon by investment professionals and industry leaders day in and day out.
- Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, mathematical in nature within the context of client servicing. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs.
- Lead bi-weekly/monthly client calls and present KPI and metrics. Specifically responsible for building and maintaining long-term relationships with key senior-level decision makers and serving as the primary point of contact/voice of the client across internal departments.
- Preparing billing reports based on clients’ contractual schedules. Includes the presentation of trend/profitability analysis to Senior Management and Finance.
- Processing in WSO Admin based on the information provided by client as needed (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees etc.) and investigating discrepancies when necessary.
- Reviewing system generated reports to ensure proper monitoring of the facilities and handling exception items.
- Interacting with clients to gather all pertinent information/details in order to reflect details accurately in the system.
Compensation/Benefits Information: (This section is only applicable to US candidates)
S&P Global states that the anticipated base salary range for this position is $75,395.00 to $132,323.75. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here.
What We’re Looking For:
Basic Required Qualifications:
- Experience working in a high-pressure client facing role
- Experience project managing or coordinating technology and business delivery as a team player
- Experience of working with Asset Management or Data Technology in Support, Business Analysis, Project Management or Scrum Master Role
- Proven ability to think critically and comfortable challenging the status quo for better results
- Organized, able to multi-task, and have positive attitude to achieve deadlines
- Self-starter with an attention to detail
- Adept at building and maintaining trusted and credible relationships with colleagues at all levels and external clients
- Self-motivated; able to work independently with minimal supervision
Communication
- Good presentations skills (preparation and delivery)
- Excellent oral and written communication skills
Teamwork
- Team Player and able to interact with Product, Operations, Delivery, and technical teams in a professional manner.
- A team player who is comfortable working at all levels of the business and with external clients
- Proven ability to work individually, and in a team environment which spans multiple geographical regions.
Additional Preferred Qualifications:
- Direct experience of WSO or Syndicated Loan Market would be an advantage
- Experience liaising with Senior Stakeholders
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit www.spglobal.com/marketintelligence.
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
Our People:
We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
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Job ID: 306258
Posted On: 2024-08-19
Location: Dallas, Texas, United States
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