Sr Associate, Client Services

Entry Professional (EEO Job Group) Dallas, TX

Our S&P Market Intelligence team is seeking an experienced and motivated associate to facilitate the daily management of client deliverables within the Enterprise Solutions - Compliance Services group. The individual will be responsible for managing client inquiries and client support for the Compliance Services outsourcing platform. Additional responsibilities include partnering with other business lines around client resolution and satisfaction. Finally, this employee will partner directly with our Service Delivery Managers and other Account Specialists to drive a client-focused agenda.

Responsibilities and Impact:

• Generate and manage the day-to-day deliverables to clients. Clients will primarily be capital management firms.
• Perform routine reconciliation of key data points with trustees.
• Generate compliance test results for comparison to the monthly trustee reports, and research variances.
• Monitor cash collection, payment, and reserve accounts to ensure activity and transactions are processed properly.
• Manage inquiries regarding collateral attributes and transactions and facilitate the workflow and timely resolution between internal groups.
• Complete special projects as assigned.

What We're Looking For:

• BA or BS degree in relevant field
• Strong PC skills – Microsoft Office Products
• Customer relations experience
• Experience in the financial services

Additional Preferred Qualifications:

• Functional knowledge of Collateralized Loan Obligations (CLOs)
• Experience with Wall Street Office Product Suite (WSO)
• Accounting / Finance Major
• Experience in high-yield or leveraged loan financial market

Right to Work Requirements:

This role is limited to persons with indefinite right to work in the United States.

At S&P Global Market Intelligence, 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, and make decisions with conviction. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow.

We're more than 35,000 strong worldwide—so we're 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 all. From 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. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Integrity, Discovery, Partnership. At S&P Global, we focus on Powering Global Markets. 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.

We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need 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: 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.

At S&P Global, we are committed to fostering a connected and engaged 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.

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.

If you need an accommodation during the application process due to a disability, please send an email to EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision.