Client Services Analyst (Entry Level)
Company: myGwork
Location: Dallas
Posted on: August 7, 2022
Job Description:
In this position, you will serve our extensive client base to
deliver superior service with the onboarding and continuous support
of the below Capital Markets applications in connection with the
new issuance process:
- Equity Bookbuild - A comprehensive application used by
investment banks to manage all facets of the new issuance process,
including but not limited to, deal creation, institutional
bookbuilding, regulatory reporting, pricing, and analytics
- Wealth Management - Applications dedicated to the order and
allocation process for wealth management networks and company
directed programs Client Success Analysts play a significant role
in ensuring success of the aforementioned applications, through the
management of the below responsibilities: Core Responsibilities
- Serve as a direct conduit for all sell-side banks, across all
facets of client service and application support
- Monitor all client inbound requests via our case management
email system and telephony hotlines to address deals and support
requests in a timely manner, in coordination with the global
support team (US, EMEA and HK)
- Proactively monitor live transactions to ensure application
operability and user success
- Provide outstanding client service by assisting clients with
deal management, service interruptions and/or production issues,
user training, and general application usage
- Host client meetings to assist with training, product demos,
and transactional support
- Produce scheduled and/or ad-hoc reporting deliverables in a
timely and accurate fashion
- Partner with in-house Product Specialists to share client
feedback and understand strategic roadmaps
- Partner with in-house Professional Services with client
onboarding events to ensure proper training, user access, and
testing of production environments
- Compile daily operational reports to communicate the health of
the business (i.e., volumes, risk exposure) to management
- Assist with regular usage audits to help identify opportunities
and drive product adoption Personal Competencies
- BA/BS degree and/or equivalent related work experience
- Proficient in MS Office Suite, and a strong knowledge of
internet applications
- Interest in the Capital Markets and the financial markets
- Excellent written and verbal communication skills, with the
ability to cater styles to all levels of management and
clientele
- Exceptional interpersonal skills that incites healthy dialogue
and trusted client relationships
- Good organizational and time-management skills to adhere to
deadlines and deliverables
- Ability to work independently while still interacting within an
integrated team structure
----------------------------------------------- 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 describes
discrimination protections under federal law. This employer is a
corporate member of
myGwork - LGBTQ+ professionals, the business community for LGBTQ+
professionals,
students, inclusive employers & anyone who believes in workplace
equality.
Keywords: myGwork, Dallas , Client Services Analyst (Entry Level), Professions , Dallas, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...