About the Role:
Grade Level (for internal use):
09
The Team: The Client Services group supports investor relations teams at publicly traded companies by providing ongoing product training and best practice advisory, while simultaneously collaborating with colleagues in other Issuer Solutions business segments. You will join a customer-focused team led by a highly experienced management team dedicated to developing and maintaining client relationships to drive product adoption, growth, and client retention, in a supportive and collaborative environment.
Responsibilities and Impact: The Client Services Representative works directly with Investor Relations Officers (IROs) as well as c-suite executives who utilize our IR desktop software platform that enables IROs to interact with institutional investors effectively and efficiently, target potential new investors, and analyze the impact of their efforts on its shareholder base and stock performance. The Client Services Representative serves as an invaluable partner and resource to our clients allowing them to meet and exceed their IR needs and goals.
You will become a subject matter expert in the investor relations industry while gaining and maintaining a thorough understanding of capital markets and institutional investor landscape
You will interact with senior members of management and c-suite executives at public companies of all sizes and industries daily via email, phone, and face-to-face meetings
You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Issuer Solutions business
Responsibilities:
Manage a portfolio of accounts by developing key account plans and implementing a targeted strategy
Engage with clients to exceed the expectations set for monthly and quarterly key performance indicators in the following areas: training sessions, leading on-site meetings and account reviews, continuing product education, presenting best practices for Investor Relations workflow, while delivering extraordinary customer service
Troubleshoot client issues and work with internal and external groups to solve client problems, and communicate effectively through resolution
Document written and verbal client communication in our internal CRM system
Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements and enhancement requests and ideas
What We're Looking For:
Basic Required Qualifications:
Minimum 3 - 5 years of experience in account management, client success, or other client-facing roles
Capital markets/financial industry knowledge and interest
Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or Pendo is a plus)
Excellent written and verbal communication skills and an outstanding customer service orientation
Strong organizational skills and ability to manage multiple tasks
Additional Preferred Qualifications:
Bachelor's degree in Finance, Economics, Management, Business Administration, Marketing or relevant field
The ability to work well both independently and within a team
The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately
Compensation/Benefits Information
S&P Global states that the anticipated base salary range for this position is $66,344 - $105,000. 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 (https://spgbenefits.com/benefit-summaries/us)
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
Return to Work
Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.
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
Inclusive Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering an inclusive workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and equal opportunity, 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.
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. Pay Transparency Nondiscrimination Provision - https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\%20English\formattedESQA508c.pdf
20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)
Job ID: 313811
Posted On: 2025-03-30
Location: Virtual, North Carolina, United States
