Client Service Data Associate

S&P Global • Dallas, TX

33d • $50,000 - $67,000

About The Position

As part of the Limited Partner Market Data Services (LP MDS) team, you will play a critical role in ensuring the delivery of superior service to our clients. This client-facing position involves overseeing a range of functions, utilizing consistent processes and tools to proactively monitor service delivery, manage critical incidents, and facilitate effective communication between clients and subject matter experts (SMEs). The ideal candidate must have a demonstrated desire to assist customers and go above and beyond to meet their needs.

Requirements

• A solid understanding of financial analysis and reporting.
• Client services experience.
• 1+yr. financial service experience.
• Strong expertise in Microsoft Excel and a conceptual understanding of the SaaS business model.
• Exceptional verbal and written communication skills.
• Ability to work independently with strong attention to detail and the capability to document processes effectively.
• Experience in a collaborative team environment, particularly under tight deadlines.
• Willingness to work extended hours during critical periods, such as quarterly reporting.
• A positive attitude and a commitment to making impactful contributions to team success.

Nice To Haves

• A bachelor’s degree from an accredited institution, with a preference for degrees in Mathematics, Accounting, or Finance.
• Experience with proprietary software.
• SQL and PowerBI knowledge.

Responsibilities

• Collaborate with Limited Partner Market Data Services (LP MDS) clients to tailor our fund/ portfolio monitoring and financial reporting solutions to their specific needs.
• Assist in the onboarding of new clients, taking an active role throughout the process to enhance client engagement and ensure reporting effectiveness.
• Assist and research data inquiries and platform issues that may arise.
• Undertake additional client projects as required.
• Demonstrate proficiency in Microsoft Word, Excel, and PowerPoint, with a strong willingness to learn new applications.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level