Client Specialist Associate
IHS Markit harnesses deep sources of information, analytics, and expertise to forge solutions for the industries and markets that drive global economies. Our company partners with clients in business, finance, and government to provide the unrivalled insights and perspectives that lead to well-informed, confident decisions. We call this The New Intelligence.
IHS Markit serves more than 50,000 key customers in more than 140 countries, including 80 percent of the Fortune Global 500. We help decision makers apply higher-level thinking to daily tasks and strategic issues across a host of industries and disciplines including energy, finance, automotive, engineering, technology, maritime and trade, aerospace and defense, chemical, and economics and country risk.
Headquartered in London, IHS Markit (NASDAQ: INFO) is committed to sustainable, profitable growth.
Solutions Operations is the industry leader in leveraged loan, private equity and high-yield solutions and provides comprehensive products and services for portfolio management, administration, reporting, and analysis. Through our numerous platforms, managed services or full outsourcing to front to back-office functions, Solutions Operations offers flexible and unique solutions tailored to client needs.
IHS Markit is seeking an experienced & motivated Client Specialist. This person needs to be familiar with client tracking, RAG status, client KPIs, and become the SME on WSOWeb and other service/product offerings utilized to track/manage syndicated loans and other asset classes. They will be responsible for using client data to ensure a positive Solutions-Operations-wide client experience to protect revenue through various projects, commercial endeavours, and client presentations. This person will also serve as the Operations Liaison and advocate for the end-user, both within Operations and with other departments, such as but not limited to: Product, Sales, Client Management, and Professional Services.
Working Hours: 7 PM – 4 AM IST (Night Shift)
Duties & accountabilities
Developing and maintaining domain expertise on Syndicated Loans and the changes in the industry.
Manage day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, financial data delivery via WSO Reporting, Integration failures management, etc.
Develop strong understanding of client’s data workflows and use cases to optimize their experience.
Analyze RAG status for client relationships. Strategize resolution plans to improve declining client relationships. Work with internal teams such as Leadership, Sales and Client Management to identify any trends that may need further study, product development or change in service offering.
Lead research and projects on cross product integrations, workflow enhancement to support the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
Serve as an SME for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.
Capture and report client statistics, trends, and metrics based on a series of quantitative measures and key performance indicators across Solutions Operations, including but not limited to client surveys and scorecards, client satisfaction measuring tools, and client volumes.
Engage as needed in client or internal projects, data validation, and data deliverables.
Monitor Client activity to identify opportunities for engagement and/or process improvement.
Education and experience
BA or BS from accredited institution required
Business/Finance/Accounting strongly recommended
Exposure to customer and project management
Experience in high-yield or leveraged loan financial market (recommended)
Exposure/understanding of financial concepts/investment markets, with preferences made to a background in the Financial Services industry
P roficient with Microsoft Excel and other MS Office products
Strong work ethic – organized, detail oriented, analytical, task driven
Adept at building strong client relationships with an emphasis around overall client execution
C-level, sales communication skillsets
Ability to work with individuals across multiple teams
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: [email protected] 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.