5,215 Client Associate jobs in the United States

**About the Role:**
**Grade Level (for internal use):**
07
**The** **Team:** Client Services - Customer Support Analyst
**Impact & Responsibilities:** The Loan Platforms division of S&P Global offers an innovative suite of products for its' clients to address all of their loan settlement needs. It is the first fully operational provider of par and distressed loan closing and recordkeeping services for the primary and secondary loan markets. Through a unique combination of experienced personnel and electronic processing, hardware, and software, Loan Platforms is a single system to address market demands and support the entire life cycle of a loan.
The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.
+ An exciting opportunity for someone with an analytical approach who thrives in a fast-paced environment and has an interest in financial markets.
+ An opportunity to facilitate and improve the settlement process by providing support to and collaborating with clients and internal teams.
+ Exposure to an exciting financial market and interaction, on a daily basis, with clients of varying levels of seniority.
+ An exciting opportunity to learn about finance, banking, and high technology.
**Responsibilities:**
+ General support of the Platforms
+ New user onboarding, account maintenance, resolution of client issues or questions, and provide walk throughs on how to operate within the platform.
+ Creation and maintenance of entity identifiers
+ Analysis of client administrative details and tax forms
+ Work with a global team responsible for front-line client services
+ Must consistently adhere to all internal procedures
+ Be pro-active in identifying problems. Either work with peers on a resolution or escalate them to management.
+ Capture and channel user feedback to the management team to facilitate the continuous improvement of our products and services
+ Ad hoc duties and projects as requested by the team leader
+ The role will continuously evolve depending on the candidates' competencies to ensure challenge and growth. You will be empowered to the extent of your capacities.
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
+ S&P Global states that the anticipated base salary range for this position is $50,000 to $58,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
+ In addition to base compensation, this role is eligible for an annual incentive plan.
+ This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
**What We're Looking For:**
**Basic Required Qualifications:**
+ Ability to think laterally, analyze, and question processes
+ Excellent oral and written communication skills
+ Proficient in MS office
+ Team player
+ Ability to identify and escalate issues or concerns
+ Excellent prioritization skills, ability to multitask and work in a fast paced environment a requirement
+ Eager to learn with strong analytical and problem-solving abilities
+ Great organizational skills are a requirement
+ Goal and action oriented, with ability to organize, multi-task and prioritize in a fast-paced environment
+ Must be able handle stressful customer situations with patience and poise
+ Proficient PC skills, especially in Microsoft Word and Excel.
+ Demonstrated knowledge and experience in working with internet-based applications
+ Ability to review processes and suggest improvements
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global 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.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. 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. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
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.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. 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.
**Benefits:**
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.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
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.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**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:   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 - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Virtual, New York, United States

**About the Role:**
**Grade Level (for internal use):**
07
**The** **Team:** Client Services - Customer Support Analyst
**Impact & Responsibilities:** The Loan Platforms division of S&P Global offers an innovative suite of products for its' clients to address all of their loan settlement needs. It is the first fully operational provider of par and distressed loan closing and recordkeeping services for the primary and secondary loan markets. Through a unique combination of experienced personnel and electronic processing, hardware, and software, Loan Platforms is a single system to address market demands and support the entire life cycle of a loan.
The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.
+ An exciting opportunity for someone with an analytical approach who thrives in a fast-paced environment and has an interest in financial markets.
+ An opportunity to facilitate and improve the settlement process by providing support to and collaborating with clients and internal teams.
+ Exposure to an exciting financial market and interaction, on a daily basis, with clients of varying levels of seniority.
+ An exciting opportunity to learn about finance, banking, and high technology.
**Responsibilities:**
+ General support of the Platforms
+ New user onboarding, account maintenance, resolution of client issues or questions, and provide walk throughs on how to operate within the platform.
+ Creation and maintenance of entity identifiers
+ Analysis of client administrative details and tax forms
+ Work with a global team responsible for front-line client services
+ Must consistently adhere to all internal procedures
+ Be pro-active in identifying problems. Either work with peers on a resolution or escalate them to management.
+ Capture and channel user feedback to the management team to facilitate the continuous improvement of our products and services
+ Ad hoc duties and projects as requested by the team leader
+ The role will continuously evolve depending on the candidates' competencies to ensure challenge and growth. You will be empowered to the extent of your capacities.
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
+ S&P Global states that the anticipated base salary range for this position is $50,000 to $58,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
+ In addition to base compensation, this role is eligible for an annual incentive plan.
+ This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
**What We're Looking For:**
**Basic Required Qualifications:**
+ Ability to think laterally, analyze, and question processes
+ Excellent oral and written communication skills
+ Proficient in MS office
+ Team player
+ Ability to identify and escalate issues or concerns
+ Excellent prioritization skills, ability to multitask and work in a fast paced environment a requirement
+ Eager to learn with strong analytical and problem-solving abilities
+ Great organizational skills are a requirement
+ Goal and action oriented, with ability to organize, multi-task and prioritize in a fast-paced environment
+ Must be able handle stressful customer situations with patience and poise
+ Proficient PC skills, especially in Microsoft Word and Excel.
+ Demonstrated knowledge and experience in working with internet-based applications
+ Ability to review processes and suggest improvements
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global 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.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. 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. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
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.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. 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.
**Benefits:**
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.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
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.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**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:   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 - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Virtual, New York, United States

**About the Role:**
**Grade Level (for internal use):**
07
**The** **Team:** Client Services - Customer Support Analyst
**Impact & Responsibilities:** The Loan Platforms division of S&P Global offers an innovative suite of products for its' clients to address all of their loan settlement needs. It is the first fully operational provider of par and distressed loan closing and recordkeeping services for the primary and secondary loan markets. Through a unique combination of experienced personnel and electronic processing, hardware, and software, Loan Platforms is a single system to address market demands and support the entire life cycle of a loan.
The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.
+ An exciting opportunity for someone with an analytical approach who thrives in a fast-paced environment and has an interest in financial markets.
+ An opportunity to facilitate and improve the settlement process by providing support to and collaborating with clients and internal teams.
+ Exposure to an exciting financial market and interaction, on a daily basis, with clients of varying levels of seniority.
+ An exciting opportunity to learn about finance, banking, and high technology.
**Responsibilities:**
+ General support of the Platforms
+ New user onboarding, account maintenance, resolution of client issues or questions, and provide walk throughs on how to operate within the platform.
+ Creation and maintenance of entity identifiers
+ Analysis of client administrative details and tax forms
+ Work with a global team responsible for front-line client services
+ Must consistently adhere to all internal procedures
+ Be pro-active in identifying problems. Either work with peers on a resolution or escalate them to management.
+ Capture and channel user feedback to the management team to facilitate the continuous improvement of our products and services
+ Ad hoc duties and projects as requested by the team leader
+ The role will continuously evolve depending on the candidates' competencies to ensure challenge and growth. You will be empowered to the extent of your capacities.
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
+ S&P Global states that the anticipated base salary range for this position is $50,000 to $58,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
+ In addition to base compensation, this role is eligible for an annual incentive plan.
+ This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
**What We're Looking For:**
**Basic Required Qualifications:**
+ Ability to think laterally, analyze, and question processes
+ Excellent oral and written communication skills
+ Proficient in MS office
+ Team player
+ Ability to identify and escalate issues or concerns
+ Excellent prioritization skills, ability to multitask and work in a fast paced environment a requirement
+ Eager to learn with strong analytical and problem-solving abilities
+ Great organizational skills are a requirement
+ Goal and action oriented, with ability to organize, multi-task and prioritize in a fast-paced environment
+ Must be able handle stressful customer situations with patience and poise
+ Proficient PC skills, especially in Microsoft Word and Excel.
+ Demonstrated knowledge and experience in working with internet-based applications
+ Ability to review processes and suggest improvements
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global 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.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. 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. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
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.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. 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.
**Benefits:**
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.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
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.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**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:   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 - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Virtual, New York, United States

**About the Role:**
**Grade Level (for internal use):**
07
**The** **Team:** Client Services - Customer Support Analyst
**Impact & Responsibilities:** The Loan Platforms division of S&P Global offers an innovative suite of products for its' clients to address all of their loan settlement needs. It is the first fully operational provider of par and distressed loan closing and recordkeeping services for the primary and secondary loan markets. Through a unique combination of experienced personnel and electronic processing, hardware, and software, Loan Platforms is a single system to address market demands and support the entire life cycle of a loan.
The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.
+ An exciting opportunity for someone with an analytical approach who thrives in a fast-paced environment and has an interest in financial markets.
+ An opportunity to facilitate and improve the settlement process by providing support to and collaborating with clients and internal teams.
+ Exposure to an exciting financial market and interaction, on a daily basis, with clients of varying levels of seniority.
+ An exciting opportunity to learn about finance, banking, and high technology.
**Responsibilities:**
+ General support of the Platforms
+ New user onboarding, account maintenance, resolution of client issues or questions, and provide walk throughs on how to operate within the platform.
+ Creation and maintenance of entity identifiers
+ Analysis of client administrative details and tax forms
+ Work with a global team responsible for front-line client services
+ Must consistently adhere to all internal procedures
+ Be pro-active in identifying problems. Either work with peers on a resolution or escalate them to management.
+ Capture and channel user feedback to the management team to facilitate the continuous improvement of our products and services
+ Ad hoc duties and projects as requested by the team leader
+ The role will continuously evolve depending on the candidates' competencies to ensure challenge and growth. You will be empowered to the extent of your capacities.
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
+ S&P Global states that the anticipated base salary range for this position is $50,000 to $58,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
+ In addition to base compensation, this role is eligible for an annual incentive plan.
+ This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
**What We're Looking For:**
**Basic Required Qualifications:**
+ Ability to think laterally, analyze, and question processes
+ Excellent oral and written communication skills
+ Proficient in MS office
+ Team player
+ Ability to identify and escalate issues or concerns
+ Excellent prioritization skills, ability to multitask and work in a fast paced environment a requirement
+ Eager to learn with strong analytical and problem-solving abilities
+ Great organizational skills are a requirement
+ Goal and action oriented, with ability to organize, multi-task and prioritize in a fast-paced environment
+ Must be able handle stressful customer situations with patience and poise
+ Proficient PC skills, especially in Microsoft Word and Excel.
+ Demonstrated knowledge and experience in working with internet-based applications
+ Ability to review processes and suggest improvements
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global 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.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. 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. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
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.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. 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.
**Benefits:**
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.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
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.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**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:   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 - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Virtual, New York, United States

**About the Role:**
**Grade Level (for internal use):**
07
**The** **Team:** Client Services - Customer Support Analyst
**Impact & Responsibilities:** The Loan Platforms division of S&P Global offers an innovative suite of products for its' clients to address all of their loan settlement needs. It is the first fully operational provider of par and distressed loan closing and recordkeeping services for the primary and secondary loan markets. Through a unique combination of experienced personnel and electronic processing, hardware, and software, Loan Platforms is a single system to address market demands and support the entire life cycle of a loan.
The successful candidate will form a key part of the Loan Platforms team, responsible for maintaining the day-to-day operations of our Syndicated Loan Market offering, as well as supporting the questions and requests of our internal and external clients.
+ An exciting opportunity for someone with an analytical approach who thrives in a fast-paced environment and has an interest in financial markets.
+ An opportunity to facilitate and improve the settlement process by providing support to and collaborating with clients and internal teams.
+ Exposure to an exciting financial market and interaction, on a daily basis, with clients of varying levels of seniority.
+ An exciting opportunity to learn about finance, banking, and high technology.
**Responsibilities:**
+ General support of the Platforms
+ New user onboarding, account maintenance, resolution of client issues or questions, and provide walk throughs on how to operate within the platform.
+ Creation and maintenance of entity identifiers
+ Analysis of client administrative details and tax forms
+ Work with a global team responsible for front-line client services
+ Must consistently adhere to all internal procedures
+ Be pro-active in identifying problems. Either work with peers on a resolution or escalate them to management.
+ Capture and channel user feedback to the management team to facilitate the continuous improvement of our products and services
+ Ad hoc duties and projects as requested by the team leader
+ The role will continuously evolve depending on the candidates' competencies to ensure challenge and growth. You will be empowered to the extent of your capacities.
**Compensation/Benefits Information:** (This section is only applicable to US candidates)
+ S&P Global states that the anticipated base salary range for this position is $50,000 to $58,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
+ In addition to base compensation, this role is eligible for an annual incentive plan.
+ This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .
**What We're Looking For:**
**Basic Required Qualifications:**
+ Ability to think laterally, analyze, and question processes
+ Excellent oral and written communication skills
+ Proficient in MS office
+ Team player
+ Ability to identify and escalate issues or concerns
+ Excellent prioritization skills, ability to multitask and work in a fast paced environment a requirement
+ Eager to learn with strong analytical and problem-solving abilities
+ Great organizational skills are a requirement
+ Goal and action oriented, with ability to organize, multi-task and prioritize in a fast-paced environment
+ Must be able handle stressful customer situations with patience and poise
+ Proficient PC skills, especially in Microsoft Word and Excel.
+ Demonstrated knowledge and experience in working with internet-based applications
+ Ability to review processes and suggest improvements
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global 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.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. 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. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
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.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. 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.
**Benefits:**
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.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
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.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**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:   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 - - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** Virtual, New York, United States

**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
+ Performs other duties and responsibilities as assigned
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company's working structure, policies, mission, and strategies
+ General office practices, procedures, and methods
+ Basic investment concepts, practices and procedures used in the securities industry
+ Financial markets, products and industry regulations
**Skill in**
+ Client Relationship Management (CRM) software
+ Microsoft Office
+ Effective communication (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
+ Analyze and research account information
+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
+ Provide a high level of customer service in a calm and professional manner
+ Use mathematics sufficient to process account and transaction information
+ Use appropriate interpersonal styles and communicate effectively
+ Work both independently and as part of a team
+ Provide a high level of customer service
+ Proactively anticipate client needs and strengthen relationships.

**About this role:**
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( .
**In this role you will:**
+ Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
+ Facilitate Financial Advisor and client requests for account related information and/or quotes
+ Schedule and prepare for appointments with new or prospective clients
+ Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
+ Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
+ Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
+ Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
**Required Qualifications:**
+ 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Brokerage client support experience or financial services industry experience
+ Administrative support experience in financial services
+ Experience interacting directly with customers
+ Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
+ Client service focus with the ability to listen to customer needs and recommend solutions
+ Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
**Job Expectations:**
+ Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
+ This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
+ This position is not eligible for Visa sponsorship.
**Posting location:** 2237 S Neil St CHAMPAIGN, IL 61820
**Illinois Pay Range:** 23.08 - 33.17 USD Hourly
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$23.08 - $33.17
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs ( for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
27 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-

**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
+ Performs other duties and responsibilities as assigned
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company's working structure, policies, mission, and strategies
+ General office practices, procedures, and methods
+ Basic investment concepts, practices and procedures used in the securities industry
+ Financial markets, products and industry regulations
**Skill in**
+ Client Relationship Management (CRM) software
+ Microsoft Office
+ Effective communication (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
+ Analyze and research account information
+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
+ Provide a high level of customer service in a calm and professional manner
+ Use mathematics sufficient to process account and transaction information
+ Use appropriate interpersonal styles and communicate effectively
+ Work both independently and as part of a team
+ Provide a high level of customer service
_Orion Advisory Partners and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._

**Essential Duties and Responsibilities**
+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
+ Open new client accounts, process money movement, and research information as needed
+ Ensure client paperwork and documentation is accurate prior to submission and processing Follow up to ensure accurate completion
+ Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
+ Performs other duties and responsibilities as assigned
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company's working structure, policies, mission, and strategies
+ General office practices, procedures, and methods
+ Basic investment concepts, practices and procedures used in the securities industry
+ Financial markets, products and industry regulations
**Skill in**
+ Client Relationship Management (CRM) software
+ Microsoft Office
+ Effective communication (in-person, virtual, phone and mail)
**Ability to**
+ Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
+ Analyze and research account information
+ Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
+ Provide a high level of customer service in a calm and professional manner
+ Use mathematics sufficient to process account and transaction information
+ Use appropriate interpersonal styles and communicate effectively
+ Work both independently and as part of a team
+ Provide a high level of customer service
_Orion Advisory Partners and its employees are_ **_independent contractors with respect to Raymond James_** _; not employees of Raymond James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates._