Client Management Specialist - Accounting Services

Client Management Specialist - Accounting Services

• We continue to value and promote our only sustainable advantage and asset - our colleagues.
  This position is eligible for the IHS Markit Colleague Referral Program - please refer a friend by clicking the "Refer" button to the right.
• S&P Global Markit Intelligence is seeking an experienced & motivated Client Management Specialist to facilitate daily client deliverables within the WSO Accounting Services group. The individual will be responsible for managing client inquiries and providing support for the WSOWeb outsourcing platform. Regular duties will include facilitating journal entries, assembling financial statements and troubleshooting or answering questions about account balances, journal entries or general portfolio data. Additional responsibilities include partnering with other S&P Global teams and partners as we continue building our WSO Accounting Services business to produce a high-quality solution for customers with specific fund accounting, shadow accounting and fund administration needs.
  Candidates must have experience directly interfacing with customers and working through difficult questions in real time. They must possess a working knowledge of syndicated and/or private credit with some exposure to fund accounting and general financial reporting highly preferable. Candidates should be creative, thoughtful and able to solve problems by challenging the status quo.

Duties & Accountabilities

• Manage day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, financial data delivery including asset performance, fund accounting and other investment reports. On occasion, this person will also be responsible for coordinating team task deliverables and client communications. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Insurance providers.
• Capture and report client statistics, trends, and metrics based on a series of quantitative measures (e.g. Assets Under Management).
• Prepare billing reports based on clients' contractual schedules. Includes the presentation of trend/profitability analysis to Senior Management and Finance
• Provide overall support and customer service to entirety of Services clients; ensuring team coverage model of 7am-7pm CST is in place and operating daily
• Assist all team members with as needed daily project management, data validation, and data deliverables.
• Have a creative mindset to continuously assess and streamline existing work-flows to create uniformity and efficiency across the board.

Education & Experience

• BA or BS from accredited institution required
• 3+ years of experience in business, finance or accounting preferred
• Experience with GAAP/IFRS financial reporting, general ledger and fund accounting preferred
• Commercial awareness within the syndicated and/or private credit market
• Excel experience valued (i.e. Macro, V-Lookup, Charts, Pivot Tables, etc.)
• Exposure/understanding of financial concepts/investment markets, with preferences made to those with a background in the Financial Services industry
• Strong work ethic - organized, detail oriented, analytical, and a desire to learn and improve upon existing workflows
• Strong customer service/support mindset

• Strong communication and relationship management skills
• Highly responsible individual contributor willing to work towards team objectives
• Strong interest in financial and fund accounting concepts

-----------------------------------------------

Equal Opportunity Employer:

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 http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.