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Associate – Client Support

May 14, 2025May 14, 2025

Associate – Client Support

CompanyS&P Global
LocationDallas, TX, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelEntry Level/New Grad, Junior

Requirements

  • Finance education or experience (BA or BS in Accounting/Economics/Finance or Business preferred)
  • Strong PC Skills.
  • Operating system knowledge (installation, configuration, troubleshooting)
  • Strong Microsoft Excel skills
  • Strong written and verbal communication skills
  • Customer service or help desk experience

Responsibilities

  • Responding to client inquiries via phone and e-mail
  • Solving challenging client issues relating to the use of WSO software
  • Working with various internal teams and individuals
  • Assisting with product upgrades, testing, and documentation

Preferred Qualifications

  • Networking knowledge
  • Syndicated Loan Market knowledge
  • Wall Street Office Application experience (WSO Admin, ClearPar, Compliance)
  • Strong math skills
  • SQL query writing exposure
  • SQL server / database exposure
  • MCP or MCSE certification
  • Bank Loan or Financial Investment knowledge


TaggedBachelor'sCustomer SuccessEntry Level/New GradFinance & Operations & StrategyJuniorS&P GlobalSales & Account Management

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