Specialized Account Services Associate Director

About the Role :

Grade Level (for internal use) :

12

The Team :

The Solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Special Services Team. S&P's WSO (Wall Street Office) provides real-time access to our client's portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites, WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available as a hosted software or a fully outsourced managed service.

Responsibilities and Impact :

The Associate Director will manage a dynamic team, responsible for all client-facing operations-related items, data research, and processing functions on the Special Services Team which primarily supports WSO users and their loan processing needs. 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 Service (SAAS) technology.

As an Associate Director, you are expected to support our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.

These tasks include but are not limited to :

Accurately reviewing and maintaining asset and contract data

Hand-holding new deal creation and data point accuracy

Processing amendments, investigating discrepancies, and processing

Monitoring and actioning exceptions

Additional syndication loan maintenance

Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA / LMA / Private Deals / Middle Market standards for processing loan transactions and / or trades.

You will be responsible for proactively identifying internal and external processing 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.

Lead research and projects on cross-product integrations, and workflow enhancement to support the client's business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.

Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.

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.

Aid all team members with daily project management, data validation, and data deliverables as needed.

You should be willing 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 $102,387 to $131,000. 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 For :

Basic Required Qualifications :

Bachelor's Degree or equivalent work experience

Must be able to handle stressful customer situations with patience and poise

Ability to organize and prioritize complex issues and projects to completion

Able to demonstrate knowledge and experience in working with internet-based applications

Ability to think laterally, provide proper issue analyses, and question current processes

Eager to learn with strong analytical and problem-solving abilities

Proficient PC skills, especially in Microsoft Word and Excel

Strong process improvement skills

Positive, proactive attitude and ability to work well in teams

Fluent English speaking, reading, and writing abilities

Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner

Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction

Goal and action-orientated, with the ability to organize, multi-task, and prioritize in a fast-paced environment

Ability to manage projects independently when required

Additional Preferred Qualifications :

Customer service experience from any field is a plus!

Syndicated loan experience is a big plus!

Bachelor's degree (Finance, Economics, or related field preferred)

8 -12 years of work experience within the financial and / or syndicated loan industry

Fresh graduates with strong interest in client management or operations can be considered

Strong MS office (Word, Excel, PowerPoint) skills

Power Bi and / or Tableau experience

Right to Work Requirements :

This role is limited to persons with indefinite right to work in the United States.

Flexible Working

We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and / or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

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, 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 :

Global Hiring and Opportunity at S&P Global :

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, 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.

Recruitment Fraud Alert :

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment / delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here () .

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. Pay Transparency Nondiscrimination Provision -

BSMGMT201 - Senior Professional (EEO Job Group), BSMGMT202.1 - Middle Professional Tier I (EEO Job Group), BSMGMT202.2 - Middle Professional Tier II (EEO Job Group)

Job ID : 317378

Posted On : 2025-09-02

Location : Dallas, Texas, United States