Financial Platforms Client Services Associate

About the Role:

Grade Level (for internal use):

07

About the Role:

The Team:

S&P Global‘s Private Markets segment empowers a diverse spectrum of private equity and venture capital firms to more effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space.

Responsibilities and Impact:

In this position, you'll be a crucial part of the iLEVEL platform support. You'll develop essential Fintech skills, becoming a key member of the iLevel Support Team. Along the way, you'll weave a valuable web of knowledge and support, connecting with mentors, peers, and broader teams. It's all geared towards enriching the thrilling work you'll be diving into!

• Become an expert in all facets of supported financial products (iLEVEL & QVal)

• Provide outstanding client services by presenting timely and positive resolutions to clients across all aspects of application support

• Effectively and efficiently troubleshoot client issues to resolution and escalate as needed, work with internal groups to document issues, and deliver effective solutions

• Monitor all incoming support channels to address client inquiries quickly and efficiently, manage multiple requests simultaneously.

• Maintain multiple client-reported questions or issues, document written and verbal communication in our internal CRM system.

• Work directly with senior managers on a regular basis, collaborate with colleagues across business lines and regions.

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $50,000 to $60,000 K. 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 not eligible for additional compensation such as an annual incentive bonus or sales commission 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:

The ideal candidate is inquisitive and quick learner of new technologies and financial products, while effectively communicating and engaging clients. They are detail-oriented, enjoy finding solutions for complex issues, and can provide step-by-step solutions.

• Ability to pick up/learn new technologies & Financial products easily

• Ability to quickly absorb and put into practice new information, instructions, or procedures, while seamlessly performing current job tasks

• 0 to 2 years of relevant client-facing experience can be a plus.

• A Bachelor’s degree in Finance, Accounting, or other Business area.

• Strong written and verbal communication skills.

• Someone who deals with challenging concepts and complexity comfortably.

Additional Preferred Qualifications:

• Knowledge with REST API can be a plus

• A solid foundation of Excel skills. Good understanding of financial markets and securities.

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 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: https://spgbenefits.com/benefit-summaries

Inclusive Hiring and Opportunity at S&P Global:

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

20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP203 - Entry Professional (EEO Job Group)