Associate Client Services

About the Role

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, to $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 For :

Positive, proactive attitude and ability to work well in teams.

Fluent English speaking, reading, and writing abilities.

Exceptional skills in listening to clients, and articulating ideas and complex information clearly and concisely.

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.

Customer service experience from any field is a plus!

Basic 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

Preferred Qualifications

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

1 - 3 years of work experience within the financial and / or syndicated loan industry

New graduates with a 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.

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.