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Dual-headquartered in New York and London, Company is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Company offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgments with confidence.
Company delivers credit market data, analytical tools and risk services to the global financial community. In addition to offering proprietary market-based content, Company distributes the ratings, research and financial data of Company through a variety of flexible platforms. With innovation and experience behind every solution, Company helps financial professionals meet the diverse and evolving needs of today’s global markets.
Company, along with Company Learning and BMI Research, are part of the Company Group, a global leader in financial information services with operations in more than 30 countries. Company Group is majority-owned by Company.
Company are an equal opportunity / affirmative action employer, complying with all laws governing employment in each jurisdiction in which operating, and provide equal opportunity to all applicants and employees. All qualified applicants will be considered without regard to race, color, religion, gender, national origin, age, disability, marital or protected veteran status, sexual orientation, gender identity and other status protected by applicable laws.
Company Client Relationship Manager - Americas
Proactive client outreach - Provide client training and product demonstrations (in person, via WebEx or in-house) to increase product’s usage and engagement, identify up-sell/cross-sell opportunities and build/maintain strong client relationships.
Prioritize Tier 1 and low usage clients, followed by all other Client Touch Plan activities.
On-board new clients efficiently and accurately within required timeframes.
Build and maintain strong client relationships and become the single point of escalation for the client across all products/platforms.
KYC – understand client workflows and assist with addressing pain points.
Maintain accurate client records and ensure meeting notes, takeaways, market intelligence and feedback are entered on the CRM platform.
Provide client feedback to Product and Sales as appropriate to support product enhancement, renewal and growth objectives.
Work closely with Product Support, Information Technology, Sales and other groups in the analysis, interpretation and resolution of client issues that occur within Company’ research, credit data and analytics products.
Utilize internal system (Salesforce Service Cloud) to log issues, escalate unresolved queries and follow-up with relevant departments for issue’s resolution.
Inform clients of relevant research, new product developments or updates.
Produce ad-hoc reports and clients’ usage statistics.
Participate to Company events and conferences where required.
Enter sales opportunities into the CRM platform and assign to relevant sales person for follow-up.
Escalate rating leads to BRM (Business Relationship Management).
Participate to internal projects if and when required.
Meet KPIs as set by management including # of meetings/calls/emails per month and retention rate/content usage of clients assigned.
Qualifications and experience:
Educated to degree level or equivalent.
Customer focused with commitment to providing exceptional client service.
4 to 5 years of previous experience in a client-facing or relationship management role.
In-depth technical /product/content knowledge.
Prior experience with Datafeeds, Web based platforms, API or Excel Add-in is a plus.
Highly client-focused with demonstrated commitment to relationship building.
Highly motivated, flexible, proactive, and adaptable to change.
Excellent organisational and time management skills, including ability to prioritise and work under tight deadlines.
Strong written and verbal communication skills.
Strong presentation skills.
Self-starter who can work well both independently and as part of a team environment.
Foreign language fluency would be a distinct advantage. Fluent written and verbal Spanish or Portuguese would be preferred, other languages desirable.
Knowledge of Fixed Income products preferred but not required.
Company is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Company’s credibility and reputation, our employees must take every precaution to avoid conflicts of interests or any appearance of a conflict of interest. Should you be successful in the recruitment process at Company you will asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
For more information about this policy, please visit the code of ethics and conduct page - Company website-us/Company website
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