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Client Support Specialist

Client Support Specialist

CompanyS&P Global
LocationDallas, TX, USA
Salary$45790 – $75422.5
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • Experience working in a high-pressure client facing role
  • Experience project managing or coordinating technology and business delivery as a team player
  • Experience of working with Asset Management or Data Technology in Support, Business Analysis, Project Management or Scrum Master Role
  • Proven ability to think critically and comfortable challenging the status quo for better results
  • Organized, able to multi-task, and have positive attitude to achieve deadlines
  • Self-starter with an attention to detail
  • Adept at building and maintaining trusted and credible relationships with colleagues at all levels and external clients
  • Self-motivated; able to work independently with minimal supervision
  • Good presentations skills (preparation and delivery)
  • Excellent oral and written communication skills
  • Team Player and able to interact with Product, Operations, Delivery, and technical teams in a professional manner
  • A team player who is comfortable working at all levels of the business and with external clients
  • Proven ability to work individually, and in a team environment which spans multiple geographical regions.

Responsibilities

  • Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, mathematical in nature within the context of client servicing. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs.
  • Lead bi-weekly/monthly client calls and present KPI and metrics. Specifically responsible for building and maintaining long-term relationships with key senior-level decision makers and serving as the primary point of contact/voice of the client across internal departments.
  • Preparing billing reports based on clients’ contractual schedules. Includes the presentation of trend/profitability analysis to Senior Management and Finance.
  • Processing in WSO Admin based on the information provided by client as needed (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees etc.) and investigating discrepancies when necessary.
  • Reviewing system generated reports to ensure proper monitoring of the facilities and handling exception items.
  • Interacting with clients to gather all pertinent information/details in order to reflect details accurately in the system.

Preferred Qualifications

  • Direct experience of WSO or Syndicated Loan Market would be an advantage
  • Experience liaising with Senior Stakeholders
  • Strong understanding of JSON, XML, HTTP methods (GET, POST, PUT, DELETE), and status codes.
  • Familiarity with tools like Postman, Swagger (OpenAPI), and automated API testing frameworks.
  • Experience integrating APIs with databases, caching mechanisms (Redis), and third-party services, ensuring performance optimization.