Associate, Client Support
ExternalFull-timeOn-site2d ago
CRMDocumentationExcelREST
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About the role
Grade Level (for internal use): 07 About the role: In this role, you will become an expert across all supported financial products-including iLEVEL, QVal, and the iLEVEL Investor Portal-and serve as a key point of contact for client inquiries. You will provide exceptional client service, troubleshoot complex issues, and collaborate with cross-functional teams to deliver timely and effective solutions.
Responsibilities
- Become a subject matter expert in all supported financial products (iLEVEL, QVal, Investor Portal) and assist clients with any product-related queries.
- Deliver outstanding client service by providing timely, accurate, and positive resolutions across all aspects of application support.
- Troubleshoot client-reported issues efficiently, escalate as appropriate, and work with internal teams to document and resolve problems.
- Monitor all incoming support channels-including phone and email-and respond to client inquiries quickly while managing multiple requests simultaneously.
- Maintain detailed documentation of all client interactions (both written and verbal) in the internal CRM system.
- Collaborate regularly with senior managers and work closely with colleagues across business lines and global regions.
Requirements
- The ideal candidate is inquisitive , a quick learner , and able to grasp new technologies and financial concepts with ease. They communicate clearly, enjoy solving complex problems, and can guide clients with step-by-step solutions.
- Core Qualifications
- Strong ability to learn new technologies and financial products quickly.
- Flexibility to work in US hours/shifts . 6:30 PM IST to 3:30 AM IST
- Strong written and verbal communication skills.
- Ability to work comfortably with complex concepts and challenging issues.
- Knowledge of finance, valuations, and comfort working under pressure while maintaining momentum.
- 1 to 3 years of client-facing experience (preferred but not required).
- Ability to absorb and apply new information, instructions, and procedures while seamlessly managing ongoing responsibilities.
- Additional Preferred Qualifications
- Exposure to or knowledge of REST APIs.
- Strong Excel skills and a solid understanding of financial markets and securities.
- About S&P Global Market Intelligence
- For more information, visit www.spglobal.com/marketintelligence .
- What's In It For You?
- Our Mission:
- Advancing Essential Intelligence.
- Our People:
- Our Values:
- Integrity, Discovery, Partnership
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-summariesGlobal Hiring and Opportunity at S&P Global:At S&PHealth insuranceVision insuranceFlexible schedule
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