Specialized Account Services Specialist

S&P Global • Dallas, TX

14h • $60,000 - $85,000

About The Position

About the Role: Grade Level (for internal use): 09 The Role: Specialized Account Services Specialist The Team: The Enterprise solutions Operations division is seeking a professional with excellent interpersonal communication, organization, and time management skills to join our Global Specialized Account Services Team. S&P’s WSO (Wall Street Office) provides real-time access to our client’s portfolio and reporting insights for active asset management and deal administration, trading activities, cash and position level transparency and accurate P&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 as a hosted software 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. What’s in 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.

Requirements

• Bachelor’s 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 to demonstrate knowledge 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 of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
• Can resolve issues that are often varied and non-routine
• This role is limited to persons with indefinite right to work in the United States.

Nice To Haves

• Substantial syndicated loan knowledge
• Bachelor's degree (Finance, Economics, or related field preferred)
• Strong MS office (Word, Excel, PowerPoint) skills
• Data research and analytics
• Ability to manage projects independently when required

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 and accurate processing 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) and clients trustee/custodian accounts
• Review and action system generated reports, which aid in facilitating timely and accurate data
• Action requests from different departments and clients within an hour turnaround time
• Partner with internal and external parties to resolve breaks including; 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 and maintaining asset and contract data
• Monitoring and actioning exceptions
• Additional syndication loan maintenance
• Coaching and assisting other 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 will be responsible for proactively identifying internal 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/or additional escalations.
• Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary.
• Serve as subject matter 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 will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the 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.

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