Client Success Consultant
Boston, MA - USA
Job Summary
Lets be #BrilliantTogether
ISS Stoxx is growing! We seek an eager efficient client-oriented Client Success Consultant to join our team in Boston Massachusetts. If you want to learn climb and shine at a company committed to you then ISS Stoxx might be the best move youll ever make.
Bring your experience and expand your knowledge
As the Client Success Consultant you will develop strong working relationships with clients which span some of the worlds foremost hedge funds pension funds and other asset managers and guide how clients can better use ISS Stoxxs products and this role you will learn and understand corporate governance and proxy voting services learn about clients businesses and bring that knowledge together to provide insight best practices and win-win solutions.
Internally you partner with Sales to bring operational industry and product expertise to clients effectively managing the client experience. This includes serving as the clients primary contact within ISS offering support and expertise on corporate governance and proxy voting solutions apply critical thinking to resolve client issues liaising with ISS Operations personnel to address client needs and participating in the client renewal process.
Well trust you to
- Achieve target renewal rate through outstanding client service
- Partner with ISS team members to drive operational excellence for both new and existing clients
- Act as a trusted advisor for clients and their advocate within ISS
- Serve as domain expert on ISS suite of proxy and corporate governance solutions
- Own and manage client inquiry and issue resolution process utilizing and other internal tools
- Conduct regular calls with clients (health checks training relationship planning and review)
- Identify accounts at risk and create plans to ensure revenue and client retention
- Assess client reporting needs and coordinate report delivery
- Perform regular Master Account List reviews
- Manage annual due diligence process for selected clients
- Take active ownership of operational support for clients including ballot and vote management account maintenance and vote report production
- Maintain an active interest in and awareness of industry trends and developments including new ISS products and services and proactively communicate key results to clients
- Identify and communicate up-sell opportunities to the sales team to assist in closing new deals
- Provide subject matter expertise in pre-sales/up-sell/onboarding activities
- Perform frequent testing of new product features
- Act as quarterback between client and internal ISS teams for key client initiatives
- Communicate market requirements to ISS business leaders
- Other special projects and initiatives for the business as needed and assigned
Our dream candidate is/has
- Bachelors degree
- 2-5 years experience in account management or client service position ideally in financial or corporate governance industries
- Interest in finance with an understanding of financial markets and market players
- Proactive attitude innovative motivated client-oriented and commercially aware thinker with strong attention to detail
- Demonstrated project management skills define scope resources and timelines and manage deliverables
- Excellent organizational and verbal skills
- Proficiency in Microsoft Office product suite
- A team player able to effectively manage the expectations of a diverse client base
- Excellent multi-tasking and prioritization skills; ability to effectively manage multiple tasks and projects simultaneously
- Personal and business integrity
The expected base pay range for this role based in Boston MA is $60000- $70000 per year. Exact compensation may vary based on skills experience and level of role is bonus or sales incentive eligible.
Interested in the role but dont meet 100% of the requirements At ISS we are always looking for enthusiastic candidates who are the best fit for the role both culturally and through experience. We look forward to your application if youd be an excellent addition to our team!
#LI-MK1 #Associate #CS
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 growprofessionally and personally.
Together we foster an environment that fuels creativity drives innovation and shapes our future success.
Lets empower collaborate and inspire.
Lets 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 3400 professionals in 33 locations worldwide serving around 6400 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.
Founded in 1985 as Institutional Shareholder Services (ISS) Inc. ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1600 clients worldwide utilize ISS Governances actionable expertise to help them make informed investment stewardship decisions and to help them manage their voting responsibilities. Covering over 50000 meetings annually ISS Governance leverages its extensive global footprint deep experience high quality data and analysis unified client support and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients evolving portfolio fiduciary and stewardship requirements.
We are proud to offer the following featured benefits
- Medical Dental and Vision coverage
- 401(k) with a company match up to 9% including a Safe Harbor contribution
- Flexible Spending Account (FSA) and commuter benefit programs
- Generous paid time off
- Volunteer Day
- Paid parental leave
- Hybrid working options
Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race color ethnicity creed religion sex age height weight citizenship status national origin social origin sexual orientation gender identity or gender expression pregnancy status marital status familial status mental or physical disability veteran status military service or status genetic information or any other characteristic protected by law (referred to as protected status). All activities including but not limited to recruiting and hiring recruitment advertising promotions performance appraisals training job assignments compensation demotions transfers terminations (including layoffs) benefits and other terms conditions and privileges of employment are and will be administered on a non-discriminatory basis consistent with all applicable federal state and local requirements. For more information please view is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal state and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process please contact . This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes such as following up on an application or other technical issues not related to a disability will not receive a response.
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About Company
Institutional Shareholder Services is the world’s leading provider of corporate governance and responsible investment solutions.