Talent.com
Client Service Associate- BigDough Solutions
Client Service Associate- BigDough SolutionsS&P Global, Inc. • Boston, MA, United States
Client Service Associate- BigDough Solutions

Client Service Associate- BigDough Solutions

S&P Global, Inc. • Boston, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About the Role :

Grade Level (for internal use) :

07

The Team :

BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between institutional investors, broker / dealers, and research providers. Whether it is facilitating corporate access roadshows, conferences, access to analysts or the distribution of research, our CRM and Events applications connect all the stakeholders.

Our comprehensive institutional investor contact and holdings data is relied upon daily by thousands of professionals across the capital markets industry for prospecting and for providing key insights to help better service their clients. We have a broad and diverse customer base, including some of the world’s largest financial institutions.

The Impact :

We are seeking a junior Client Services Associate to join our dynamic and global Client Success team, where you will provide application and technical support for our global client base. Client Success is a critical function within the business, responsible for helping all clients with any inbound questions or issues. The team ensures a successful customer experience within our product ecosystem with a combination of technical skill and a hands‑on approach to solving for the needs of our clients.

The right candidate will be client-focused, have great communication and organizational skills, and be able to work independently to resolve client issues. Attention to detail, strong follow-through, and a curious, problem‑solving disposition are essential for success. This is a demanding, fast-paced environment which requires holiday support on a rotational basis.

What’s In It For You :

You will become a subject matter expert in the BigDough Solutions product suite managing a continual stream of client questions and requested training sessions. You will develop your relationship management skills and industry knowledge to help our clients maximize value from our market-leading data and software solutions.

Early responsibility and exposure to different types of clients will prepare you for a senior role within the team, or for other career opportunities within the company, such as sales, product development, or product strategy.

Responsibilities :

Handle inbound emails and phone calls from clients, often requiring product walkthroughs, problem‑solving, or internal escalations.

Maintain professional communication with clients by email, phone, or virtual meetings.

Assist with incident management for any product-wide incident impacting clients.

Case management using Salesforce, as well as JIRA, our ticketing tool.

Develop and maintain expertise in the BigDough Solutions product suite, continuously learning about new enhancements and offerings and how they relate to different clients and user personas.

Work with various internal groups (Product, Service Management, Development, Engagement, Commercial / Sales) in different regions to resolve client queries.

Document client interactions and share client intel and product feedback with internal stakeholders.

Collaborate with the Client Engagement and Client Support leads to execute ad hoc projects.

Support product demonstrations for prospective clients.

Compensation Information :

S&P Global states that the anticipated base salary range for this position is $43,740.00 to $65,000.00. Base salary ranges may vary by geographic location. 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.

What We’re Looking For :

Basic Required Qualifications :

  • Bachelor's degree in a relevant field.
  • A positive, proactive attitude with the ability to work independently and collaboratively in teams.
  • Goal and action oriented, with ability to organize, multi‑task and prioritize in a fast‑paced environment.
  • Client Focused. Customer service and satisfaction are key priorities for the firm.
  • Resourceful, committed, and able to problem‑solve with limited direction.
  • Excellent interpersonal, written, and verbal communication skills.

Additional Preferred Qualifications :

  • Previous work experience in a client‑facing role.
  • Interest in financial markets, data and technology.
  • Strong awareness of client confidentiality and data protection risks.
  • Right to Work Requirements :

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

    Benefits :

  • Health & Wellness : Health care coverage designed for the mind and body.
  • Flexible Downtime : Generous time off helps keep you energized.
  • Continuous Learning : Access a wealth of resources to grow your career.
  • Invest in Your Future : Secure your financial future through competitive pay, retirement planning, continuing education program with company‑matched student loan contribution, and financial wellness programs.
  • Family Friendly Perks : Benefits for your partners and little ones.
  • Beyond the Basics : Retail discounts to referral incentive awards—small perks can make a big difference.
  • 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.

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Client Service Associate • Boston, MA, United States

    [internal_linking.similar_jobs]
    Client Service Associate – Private Client Division

    Client Service Associate – Private Client Division

    Oppenheimer & Co Inc • Boston, MA, United States
    [job_card.full_time]
    A leading investment bank is seeking a Client Service Associate to join their Private Client Division in Boston, MA.The role involves servicing clients, managing schedules, and providing organizati...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Associate - Wealth Management

    Client Relationship Associate - Wealth Management

    Voya Financial • Boston, MA, US
    [job_card.part_time]
    Customer Relationship Associate.Together we fight for everyone's opportunity for a better financial future.We will do this together with customers, partners, and colleagues.We will fight for other...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Implementation Associate

    Client Implementation Associate

    The Computer Merchant, LTD. • Quincy, Massachusetts, United States
    [job_card.full_time]
    JOB TITLE : Client Implementation Associate JOB LOCATION : Quincy or Boston (hybrid 4 onsite) WAGE RANGE • : $40 - 45 / hr. JOB NUMBER : 224395 REQUIRED EXPERIENCE : Investment Experience Operations Experien...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Client Relationship Associate

    Senior Client Relationship Associate

    Gradient AI • Boston, MA, US
    [job_card.full_time]
    Gradient AI is a fast-growing startup, bringing state-of-the-art Artificial Intelligence (AI) and Machine Learning (ML) solutions to the trillion-dollar insurance industry.Founded in 2018, we have ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate- BigDough Solutions

    Client Service Associate- BigDough Solutions

    S&P Global • Boston, MA, US
    [job_card.full_time]
    BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between institutional investors, broker / dealers and research providers.Whether i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate- BigDough Solutions

    Client Service Associate- BigDough Solutions

    Boston Staffing • Boston, MA, US
    [job_card.full_time]
    Junior Client Services Associate.BigDough Solutions provides an ecosystem of data and software solutions which increase the value of the interactions between institutional investors, broker / dealers...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • Boston, MA, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Insurance Sales Associate

    Insurance Sales Associate

    Comparion Insurance Agency • South Easton, Massachusetts, United States
    [job_card.full_time]
    Schedule : Full-Time Salary Range : USD $59900.Job Category : Sales - Comparion The typical starting salary range for this role is determined by a number of factors including skills, experience, educa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Transfer Agency Client Services Associate, Associate 2

    Transfer Agency Client Services Associate, Associate 2

    State Street • Quincy, MA, US
    [job_card.full_time]
    Associate II In The Transfer Agency Private Markets Team.The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors re...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    ABCD • Boston, MA, United States
    [job_card.full_time]
    Client Service Associate – ABCD.Join the Statewide Client Services center of the Low‑income Energy Affordability Network (LEAN) at ABCD. This role supports the LEAN website and call center by respon...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Service Associate

    Client Service Associate

    SDL Search Partners • Boston, MA, United States
    [job_card.full_time]
    Established regional wealth management and investment services firm is looking to bring on a CSA to their team.The role is located in downtown Boston with a hybrid schedule.Ideal candidates will ha...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    Gwkinvest • Boston, MA, United States
    [job_card.permanent]
    The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department. This role is based in our Boston, MA office with a hybrid schedule.Resp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Client Service Associate (Hybrid Role)

    Senior Client Service Associate (Hybrid Role)

    Wealth Enhancement Group • Boston, MA, United States
    [job_card.full_time]
    Our Boston, Massachusetts office is looking for a • •Sr.Client Service Associate • • to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the cli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Patient Care Associate

    Patient Care Associate

    Hebrew SeniorLife • Canton, MA, US
    [job_card.full_time]
    Position Summary : The primary role of the Patient Care Associate (PCA), is to protect, sustain, and nurture the patients that live at the Center. They provide assistance with activities of daily livi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Client Service Associate

    Senior Client Service Associate

    Atlantic Group • Boston, MA, United States
    [job_card.full_time]
    This range is provided by Atlantic Group.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Atlantic Group.Assoc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Securities Reconciliation Associate

    Securities Reconciliation Associate

    Kelmar • Wakefield, MA, United States
    [job_card.full_time]
    The Securities Reconciliation Associate will be responsible for performing research and analysis related to client unclaimed property records. The Securities Reconciliation Associate will perform ta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Associate (Hybrid Schedule)

    Senior Tax Associate (Hybrid Schedule)

    Jobot • Wakefield, MA, US
    [job_card.permanent]
    Growing CPA Firm that offers upwards career growth | Lucrative Bonus and Base Package | Hybrid Schedule!.This Jobot Job is hosted by : Christina Chariott. Are you a fit? Easy Apply now by clicking th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Operations Associate

    Sales Operations Associate

    Tech Providers Inc. • Andover, MA, US
    [job_card.temporary]
    Duration- 06+ Months contract (High Possibility to extend).Reviewing signed contracts and supporting documentation to ensure that • • •’s CRM reflects contractual obligations, ensuring successful pro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]