Client Success Associate (Temporary)

Posted 9 Days Ago
Be an Early Applicant
Norman, OK
In-Office
Entry level
Fintech
The Role
Provide day-to-day client support: manage inquiries via email/phone, resolve issues, coordinate reporting and renewals, identify at-risk accounts and upsell opportunities, perform account reviews and product feature testing, and assist on special projects to ensure high client satisfaction and retention.
Summary Generated by Built In

Let’s be #BrilliantTogether

For more than 40 years now, Institutional Shareholder Services Inc. (ISS) has been the world’s leading provider of corporate governance and responsible investment solutions for asset owners, asset managers, hedge funds, and asset service providers.

At ISS, everyone is a champion of Integrity, Collaboration, Empowerment, Flexibility, Diversity and Client Service. When you join ISS, you are expected to exemplify these Values through your actions and aspirations in the workplace.

Position Overview

ISS is seeking a Client Success Associate to join its Norman, OK team on a temporary basis. A successful candidate will have an ability to develop strong working relationships quickly, communicating effectively with all. Client Success Associates are adaptable, eager and efficient problem solvers. This includes serving as a point of contact, offering support, and guiding clients to receive the highest level of customer service in the industry.

Main responsibilities:

  • Manage client inquiry and issue resolution process, utilizing Microsoft Outlook, SalesForce.com and other internal tools
  • Identify accounts at risk to ensure revenue and client retention
  • Assess client reporting needs and coordinate report delivery
  • Perform regular Master Account List reviews
  • Maintain the email support inbox and phone hotline service, actioning all inquiries and connecting clients to their dedicated client success manager for personalized service
  • Identify and communicate up-sell opportunities to sales team to assist in closing new deals
  • Achieve target renewal rate through outstanding client service
  • Perform frequent testing of new product features
  • Other special projects and initiatives for the business, as needed and assigned

Qualifications:

  • Bachelor’s degree or within 3 months of graduation
  • Experience in an account management or client service position, ideally in financial or corporate governance industries

Required skills:

  • Proactive attitude, innovative, motivated, client-oriented with strong attention to detail
  • Excellent organizational and verbal skills
  • Proficiency in Microsoft Office product suite
  • Excellent multi-tasking and prioritization skill; ability to effectively manage multiple tasks and projects simultaneously
  • Absolute personal and business integrity

Additional Information

  • Work Schedule: This role is fully onsite with five days in-office each week.
  • Peak Season: During peak season (late March to late May), but also includes client reporting period through early August.
  • Payroll and Benefits: The payroll provider for this position is through a third party, so ISS STOXX benefits are not applicable. Benefits may be available through the third-party provider after an eligibility period; please inquire for more details.

#LI-MK1 #EntryLevel #Analyst #LI-Onsite

What You Can Expect from Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.


Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.


Let’s empower, collaborate, and inspire.


Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. 

Top Skills

Microsoft Outlook,Salesforce.Com,Microsoft Office
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The Company
HQ: Rockville, MD
2,115 Employees
Year Founded: 1985

What We Do

Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS, which is majority owned by Deutsche Bourse Group, along with Genstar Capital and ISS management, is a leading provider of corporate governance and responsible investment solutions, market intelligence, fund services, and events and editorial content for institutional investors and corporations, globally. ISS’ 2,200 employees operate worldwide across 29 global locations in 15 countries. It’s approximately 3,100 clients include many of the world’s leading institutional investors who rely on ISS’ objective and impartial offerings, as well as public companies focused on ESG and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS’ expertise to help them make informed investment decisions.

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