Search jobs > New York, NY > Client advisor

Client Service Advisor- Issuer Solutions

S&P Global
New York, NY, US
Full-time

About the Role

Grade Level (for internal use) :

Client Service Advisor- Issuer Solutions

What’s in it for you?

The Investor Relations Industry is a unique space that requires an enthusiastic individual who is willing to take ownership of his / her client queries and work in a team environment towards resolving them and providing the best customer service in the marketplace which S&P Global is well known for.

What you’ll work on :

The Client Service Advisor is responsible for carrying out the day-to-day delivery of client account services under the direction of the Issuer Solutions Client Services team and Managers.

Working with the Issuer Solutions Client Services, the Client Service Advisor must develop a clear understanding of project requirements, together with a detailed grasp of internal processes and the overall client workflow in order to contribute towards operational and project solutions that achieve maximum customer satisfaction.

  • Develop an understanding of the Investor Relations industry and job functions to facilitate the appropriate response to client needs.
  • Provide product and system training sessions for new and existing clients in order to maintain and increase usage of products.
  • Handle routine communication with internal teams, partners, and clients via telephone, email, and in person meetings
  • Facilitate client setup, effectively troubleshoot issues and escalate as needed, work with internal groups to document issues and deliver effective solutions.
  • Work closely with Support Staff to maintain ongoing knowledge of project status and communicate effectively internally and externally (if required), to keep all parties informed of any information that may have impact on the business result.
  • Prepare customized spreadsheets with detailed quality assurance, and perform data entry tasks - ensuring details meet specified requirements.
  • Monitor technical issue ticketing system. Work to move issues through the resolution process, working with Advisors and Product to obtain necessary information from clients and troubleshoot.
  • Provide product and system training sessions for new and existing clients in order to maintain and increase usage of products.
  • Ad-hoc reporting

What we look for :

  • Educated to degree level (or equivalent)
  • Native level Japanese and business level in spoken / written English
  • 2+ years of experience in client account management preferably within the FinTech, Finance, or other related Industry
  • Detail oriented
  • Excellent written and verbal communication skills and outstanding customer service orientation
  • Successful candidate must be results driven, detailed oriented and a motivated self-starter
  • Strong organizational skills and ability to manage multiple tasks
  • Superior analytical & independent problem solving skills
  • Ability to work independently and within a team
  • Ability to handle high pressure situations and manage deadlines
  • Strong proficiency of Microsoft Excel, Word and PowerPoint and the motivation to learn new applications

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

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 :

Diversity, Equity, and Inclusion at S&P Global :

At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation Powering Global Markets.

Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work.

It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.

30+ days ago
Related jobs
Promoted
VirtualVocations
Queens, New York

A company is looking for a Solutions Engineer, Client Services. ...

S&P Global
New York, New York

The Client Service Advisor is responsible for carrying out the day-to-day delivery of client account services under the direction of the Issuer Solutions Client Services team and Managers. Working with the Issuer Solutions Client Services, the Client Service Advisor must develop a clear understandin...

Promoted
Canon Solutions America, Inc.
New York, New York

Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. Responsible for prompt delivery of various on-site work...

JPMorgan Chase Bank, N.A.
New York, US

Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Service Group Manager in J. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team. Required qua...

JPMorgan Chase & Co.
New York, New York

Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. As a Platform Solutions Client Advisor within. Morgan Asset Management is committed to providing exc...

Client Staffing Solutions Inc
New York, New York

Sales Concierge Nursing Services . Developing referrals for concierge nursing services with key referral sources including: hospital discharge planners, social workers, case managers, and physicians, as well as community Assisted Living, and Rehab facilities. Established relationships with potential...

JPMorgan Chase Bank, N.A.
New York, New York

Within Asset Management's Product and Experience team, we in Client Service Solutions drive 1) a first class, differentiated client experience across all aspects of the end-to-end client life cycle, and 2) efficient management of the global investment product range across the end-to-end product life...

S&P Global
New York, New York

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. Proven record of maintaining strong relationships with senior members of clien...

Eze
New York, New York

Eclipse Client Service is rapidly growing and needs your help! Eclipse Service Consultants are an integral part of the Eclipse platform, a cloud-native investment management solution, working both with our clients and our R&D teams. Solutions Consultant, Eclipse Client Services. Financial Servic...

1000 Kyndryl, Inc.
New York, New York

As a Associate Director, Client Solutions Advisor, you will apply your knowledge of software, systems, and infrastructure design to guide innovative, market leading cloud managed services for public, hybrid and private clouds. Partnering with Clients on their adoption of modern tech and ways of work...