Senior Associate, Capital Markets Client Services

About the Role:

Grade Level (for internal use):

08

The Role: Senior Associate, Client Services

The Client Services member plays a pivotal role in ensuring an exceptional customer experience with Capital IQ Solutions products. The role focuses on a variety of areas including Capital Markets, S&P CapIQ and CapIQ Pro platforms, and Excel Plug-in, combined with responsibilities of managing additional projects. This position requires a comprehensive understanding of our products, technical solutions, and the unique needs of our diverse user segments. Our team is dedicated to delivering unparalleled client satisfaction and fostering strong client relationships. This role serves as an excellent point for providing a solid foundation for future career growth within and outside the team.

The Team:

Our data, analytics, and research help our customers make informed, smarter business decisions and investments. We are looking for high achievers who are passionate about client services and want to develop their careers in a dynamic, high-performing and multicultural team. The members should be open to working well within and outside a team (stakeholders/ partner teams) and demonstrate exceptional learning agility, creativity and problem-solving ability.

The Impact: As a Senior member in the team, providing client support will be the prime responsibility along with being the role model who provides best-in-class client support. The member will work closely with the managers and team in key projects and addressing queries from the team about the platforms. Leveraging the experience, you’ll be conducting product demos, proactive client outreaches, and projects aimed to increase user engagement leading to high retention rates. If you’re a natural problem solver or a self-starter with a passion for finance and clients, then this could be the role for you.

What’s in it for you:

• Get to learn in-depth about financial markets, analytics, and industry-leading platforms.

• Develop professional skills in problem-solving, communication, and product consultation.

• You will get challenged daily with a steep learning curve.

• An opportunity to thrive in a corporate culture focused on integrity, partnership, diversity, equity, and inclusion.

• Working in the client-facing team offers many career opportunities within the organization, including different roles with our Sales, Customer Success, Product and Data teams.

Responsibilities:

• Provide Exceptional Client Support: Assist clients and internal teams (e.g., Sales, Product, and Technical Support) via phone call, email, and web chat to navigate and extract data from the S&P Global Market Intelligence product range.

• Team Player: Uplift the team morale and be a voice of positivity. Establish self as the point of contact. Mentor team members and communicate with management on the learning and development areas.

• Client Experience and Team Development: To be well versed with S&P CapIQ and CapIQ Pro platforms, new enhancements, Escalation Path and SOPs. Use the knowledge and experience to help the team members address clients queries, escalations, and product suggestions. Proactively reach out to clients to deliver demos/ tailored instructional content and train them on our various offerings.

• Process Efficiency: Initiate and deliver projects on product usability, enhancing and automating existing workflow related processes.

What We’re Looking For:

• Experience: 2-4 years of experience

• Educational Background: A master’s degree in finance, Economics, Accounting, or a related field.

• Communication: Excellent communication, Presentation, Client Management and Multitasking skills.

• Problem-Solving Skills: Ability to think critically, resolve issues efficiently, and manage multiple tasks while maintaining attention to detail.

• Team Collaboration: Ability to work well in a team-oriented environment and collaborate with various internal stakeholders. Positive, flexible, and proactive with a “can do” attitude.

• Time Management: Strong organizational skills to manage priorities effectively and meet deadlines.

• Rotational shifts: We work in rotational shifts changing periodically depending on the business need.

• Certifications: Excel and SQL Intermediate certifications will be an added advantage. Basic knowledge of Spark Assist and how that can be used for process enhancements.

• Strictly follow the Hybrid working model.

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 Mission:

Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

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

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)