Associate, Client Services/Customer Care Advisors

Grade Level (for internal use):

The Team:

The associate will be part of a dynamic team, responsible for all onboarding, data research, and processing functions on the Loan Operations Team which primarily supports ClearPar users and their system functionality needs.

Responsibilities and Impact:

In this position, you will gain exposure to an exciting financial market and interact daily with our clients of varying levels of seniority.  This is an exciting opportunity to learn about finance, banking, the syndicated loan market, and Software as a Services (SAAS) technology.

• As an Associate, you are expected to support our clients and the business with operational duties and all trade support functions to ensure sufficient trade and syndicated facility data integrity. These include but are not limited to accurately reviewing and maintaining asset and contract data, new deal creation, processing amendments, creating/modifying transfer docs, and primary delayed compensation syndication maintenance.

• You are tasked with providing onboarding support for new clients, their team members, and accounts as requested to ensure a smooth and effective quality-controlled onboarding process across multiple products.

• Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA standards for processing and closure of primary and secondary par loan transactions and/or trades.

• You will be responsible for proactively identifying internal and external trade and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations.  

• Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services.

• You should be willing and able to cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients.

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $43,740.00 to $75,258.75. The 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 …