Client Services Associates serve as the primary point of contact for clients, working closely to optimize workflows and streamline research and data analysis needs. This role offers comprehensive on-the-job training covering Fixed Income, Ratings Direct, Credit Analytics platforms, and Office Plug-ins. After an initial 1-2 months of training, associates support clients via phone, web chats, and email, gaining deep knowledge of data content, customer segments, and additional S&P Global platforms. Certification assessments ensure readiness before associates proactively engage clients, delivering tailored training to maximize the use of S&P Global Market Intelligence products, including credit products on Capital IQ and Capital IQ Pro. Collaboration with internal teams such as Sales, Content, Product, and Technical Support is essential.
Key Responsibilities:
- Complete extensive training and certification on S&P Global Market Intelligence products and platforms.
- Provide exceptional client support through multiple communication channels including phone, chat, and email.
- Develop a strong understanding of client workflows to deliver customized product training and solutions.
- Support credit-related products on Capital IQ and Capital IQ Pro platforms.
- Collaborate effectively with internal teams to resolve client issues and enhance service delivery.
- Proactively engage clients to improve product adoption and satisfaction.
Required Qualifications:
- Bachelor’s degree in finance, economics, accounting, or a related field.
- Up to six months of relevant experience; fresh graduates are encouraged to apply.
- Solid understanding of finance and accounting principles to address client inquiries accurately.
- Excellent written and verbal communication skills, with strong customer service orientation.
- Enthusiasm for building relationships within the financial services industry and eagerness to learn.
- Ability to multitask, prioritize effectively, and work collaboratively with a positive, proactive attitude.
Preferred Qualifications and Benefits:
This role is ideal for emerging professionals seeking to develop financial knowledge, product expertise, problem-solving abilities, and professional communication skills. It offers exposure to a diverse client base, including investment banks, private equity firms, insurance companies, corporates, and investment managers worldwide.
S&P Global Market Intelligence provides a supportive environment with extensive on-the-job training and networking opportunities, paving the way for career growth in areas such as Customer Success, Sales, Relationship Management, and Product Specialist roles.
Benefits include:
- Comprehensive health and wellness coverage designed to support both mind and body.
- Generous paid time off to promote work-life balance and personal well-being.
- Continuous learning resources to foster career growth and skill development.
- Competitive compensation, retirement planning, and financial wellness programs including company-matched student loan contributions.
- Family-friendly perks and benefits designed to support employees and their dependents.
- Additional perks such as retail discounts and referral incentives.
S&P Global is committed to creating an inclusive and equitable workplace where opportunities are based on merit and collaboration drives innovation. The company values integrity, discovery, and partnership, supporting employees to deliver essential intelligence that empowers confident decision-making.
S&P Global is an equal opportunity employer. All qualified candidates will receive consideration without regard to race, ethnicity, gender, sexual orientation, disability, veteran status, or other protected characteristics. Accommodations are available for applicants with disabilities during the hiring process.
For more information about S&P Global Market Intelligence and its mission to advance essential intelligence, please visit the company website.