Client Services Representative (McGraw Hill Financial)
Job Description
SP Capital IQ combines two of our strongest brands--SP, with its long history and experience in the financial markets and Capital IQ, which is known among professionals globally for its accurate financial information and powerful analytical tools.
SP Capital IQ provides multi-asset class data, research and analytics to institutional investors, investment advisors and wealth managers around the world. We offer a broad suite of capabilities designed to help track performance, generate alpha, identify new trading and investment ideas, and perform risk analysis and mitigation strategies. For more information, please visit www.spcapitaliq.com.
This position is responsible for all aspects of the support relationship with SP Capital IQ clients and is responsible for performing a variety of administrative, client service, entitlement, fulfillment, and subscription maintenance services. This team orientated individual's responsibilities will include dealing with customer enquiries as they arise, resolving related issues, processing and tracking sales orders, active involvement in subscription account management reporting, setting up electronic trials for products and liaising with the billing teams. Additionally, you will assist the Product Support team in delivering first line, in-office phone and email support.
Responsibilities:
• Ensuring that all paperwork and sales order administration is carried out accurately and efficiently and with strict adherence to Company Policy, procedures and departmental practices.
• Checking of invoices against sales orders on a timely basis on behalf of sales to ensure invoices sent to clients are 100% accurate.
• Gathering all relevant information on accounts and billing for complex global deals and key accounts to present to sales staff.
• Checking, processing to authorized signatories and local filing client subscription contracts into a shared database.
• Reporting back to management on the PIR report (invoicing), and on the Renewals report.
• Setting up trial and subscription access for all SP Capital IQ electronic products in line with company policies e.g. for user swaps, trial extensions and granting of permanent access
• Communicate with the US office/ Order Management teams to resolve order processing issues.
• Generating subscription and entitlement reports for sales as required.
• Training sales/ associates on using and reading PIMS, Salesforce, LCMS, and the SRT tool.
• Account maintenance on internal systems, includes PIMS, SFDC, LCMS and the CIQ platform.
Qualifications
• Significant, directly comparable experience in a Client Service role, preferably within the banking environment.
• Knowledge of basic accounting principles combined with advanced mathematical skills.
• Advanced knowledge of Microsoft Excel and intermediate knowledge of MS Office.
• Ability to effectively multitask in a fast-paced environment and must possess the ability to work independently and to be a self-starter with a desire to accurately complete assigned tasks.
• Intermediate knowledge of networking, web-based applications, Internet technology to troubleshoot entitlement issues.
• Must be able to demonstrate effective interpersonal communications and troubleshooting skills e.g. ability to communicate clearly with clients both verbally and in writing.
• Willingness to take on a wide variety of tasks.
• Must be able to demonstrate knowledge of CRM systems including system set up, amendment and creating new specifications
About McGraw Hill Financial
Be essential to the global financial markets.
When you work at McGraw Hill Financial and its respected global brands, your contributions are essential to us and to the markets we serve.
• McGraw Hill Financial includes Standard Poor's Ratings Services, SP Capital IQ, SP Dow Jones Indices, J.D. Power, Platts, McGraw Hill Construction and Aviation Week.
• Together, we're the foremost providers of essential intelligence for the capital and commodities markets.
• Whether it's analyzing data, innovating technology, or developing market insights, we're looking for intellectually curious, progressive and passionate thinkers to join our team.
Additional information is available at www.mhfi.com/careers
McGraw Hill Financial is an equal opportunity employer. Only electronic job submissions will be considered for employment. For special accommodation due to disability, please email webmaster -at- mcgraw-hill.com and your request will be forwarded to the appropriate individual.
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