Specialized Account Services Specialist

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profile Job Location:

Dallas, IA - USA

profile Monthly Salary: $ 60000 - 85000
Posted on: 21 hours ago
Vacancies: 1 Vacancy

Job Summary

About the Role:

Grade Level (for internal use):

09

TheRole:Specialized Account Services Specialist

The Team:The EnterprisesolutionsOperations division isseeking a professionalwith excellent interpersonal communication organization and time management skills to join our Global Specialized Account Services Team.

S&Ps WSO (Wall Street Office) provides real-time access to our clients portfolio and reporting insights for active asset management and deal administration trading activities cash and position level transparency andaccurateP&L reporting. Underpinned by our WSO Administrator and WSO Agent product suites WSO supports complex aspects of alternatives asset management in a scalable solution that increases operational efficiency while reducing risk. Our solutions are available asa hostedsoftware or a fully outsourced managed service.

The Impact:You will work within a dynamic team responsible for all client-facing operations-related items data research and processing functions on the WSO Specialized Account Services Team which primarily supports WSO users and their loan processing needs.

Whatsin it for you: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 Service (SAAS) technology.

Responsibilities:As a Specialized Account Services Specialist you are expected to support our clients and the business orchestrating workflow and prompt resolution between internal and external teams. This includes dealing with data reconciliation and validation of trades and positions to ensure syndicated facility data integrity.

  • Timely andaccurateprocessing of all transactions: borrowings paydown interest fees payment in kind restructures amendments and trade settlement

  • Perform daily reconciliations of cash between our internal system (WSO) andclientstrustee/custodian accounts

  • Review and action system generated reports which aid infacilitatingtimelyandaccuratedata

  • Action requests from different departments and clients within an hour turnaround time

  • Partner with internal and external parties to resolve breaksincluding;clients trustees third party vendors administrative agents and/or other team members

  • Ensure all best practices Service Level Agreements and Standard Operating Procedures are adhered to

  • Accurately reviewing andmaintainingasset and contract data

  • Monitoring and actioning exceptions

  • Additionalsyndication loan maintenance

  • Coaching andassistingother analysts and leadership where needed

  • Strict adherence to processing deadlines quality-controlled operational processes and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades.

  • You willbe responsible forproactivelyidentifyinginternal and external processing and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/oradditionalescalations.

  • Lead research and projects on cross-product integrations and workflow enhancement to support the clients business requirements and strategic growth. This includes direct client engagement project management and presentation coordination where necessary.

  • Serve assubjectmatter expert for all Solutions products and service offerings able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary.

  • Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You willbe requiredto partner with leaders peers product associates sales and relationship managers on required projects to service our clients andfacilitatethe continuous improvement of our products and services.

  • Aid all team members with daily project management data validation and data deliverables as needed.

  • You should be willing 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 $60000 to $85000. The final base salary for this role will be based on the individuals geographic location as well as experience level skill set training licenses and 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.

WhatWereLooking For:

Basic Required Qualifications:

  • Bachelors Degree or equivalent work experience

  • 1 yr. WSO 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 todemonstrateknowledge and experience in working with internet-based applications

  • Ability to think laterally provide proper issue analyses and question current processes

  • Ability to provide guidance and clarification to support team deliverables

  • Proficient PC skills especially in Microsoft Word and Excel

  • Performs work effectively under little to no guidance

  • Positive proactive attitude and ability to work well in teams

  • Exceptional skills in listening to clients articulating ideas and complex information in a clear and concise manner

  • Proven record ofmaintainingstrong relationships with senior members of client organizations addressing their needs andmaintaininga high levelof client satisfaction

  • Can resolve issues that are often varied and non-routine

Additional Preferred Qualifications:

  • Substantial syndicated loan knowledge

  • Bachelors degree (Finance Economics or related field preferred)

  • Strong MS office (Word Excel PowerPoint) skills

  • Data research and analytics

  • Ability to manage projects independently whenrequired

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 andmake decisions with conviction.

For more information visit In It For You

Our Mission:

Advancing Essential Intelligence.

Our People:

Were more than 35000 strong worldwideso were 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 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. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity Discovery Partnership


Throughout our history the worlds 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 cantake care of business. We care about our people. Thats why we provide everything youand your careerneed 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: Its 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 awardssmall perks can make a big difference.

For more information on benefits by country visit: Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and merit 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.

Recruitment Fraud Alert:

If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity color religion sex sexual orientation gender identity national origin age disability marital status military veteran status unemployment status or any other status protected by law. Only electronic job submissions will be considered for employment.


Required Experience:

IC

About the Role:Grade Level (for internal use):09TheRole:Specialized Account Services SpecialistThe Team:The EnterprisesolutionsOperations division isseeking a professionalwith excellent interpersonal communication organization and time management skills to join our Global Specialized Account Service...
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Key Skills

  • Criminal Justice
  • Account Payable
  • Economics
  • Front End
  • Facilities Management
  • Domestic

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