55 client-services jobs found in Dallas, TX

In this position, you will serve our extensive client base to deliver superior service with the onboarding and continuous support of the below Capital Markets applications in connection with the new issuance process: Equity Bookbuild – A comprehensive application used by investment banks to manage all facets of the new issuance process, including but not limited to, deal creation, institutional bookbuilding, regulatory reporting, pricing, and analytics Wealth Management – Applications dedicated to the order and allocation process for wealth management networks and company directed programs Client Success Analysts play a significant role in ensuring success of the aforementioned applications, through the management of the below responsibilities: Core Responsibilities Serve as a direct conduit for all sell-side banks, across all facets of client service and application support Monitor all client inbound requests via our case management email system and telephony...

In this position, you will serve our extensive client base to deliver superior service with the onboarding and continuous support of the below Capital Markets applications in connection with the new issuance process: Equity Bookbuild – A comprehensive application used by investment banks to manage all facets of the new issuance process, including but not limited to, deal creation, institutional bookbuilding, regulatory reporting, pricing, and analytics Wealth Management – Applications dedicated to the order and allocation process for wealth management networks and company directed programs Client Success Analysts play a significant role in ensuring success of the aforementioned applications, through the management of the below responsibilities: Core Responsibilities Serve as a direct conduit for all sell-side banks, across all facets of client service and application support Monitor all client inbound requests via our case management email system and telephony...

The Global Markets Group of IHS Markit provides value to a wide range of client personas including : sales trading & research, capital markets and banking. The provision of best in class data and workflow solutions over the last 20 years is reflected in a tremendously broad set of customers globally. Both buyside and sell side clients rely upon us every day to make them more effective and efficient - GMG has over 500 employees deployed across the globe. Within the fixed income business we are a team focusing on client success to ensure service and relationship is at the forefront of everything that we do. You will be an Analyst in the Global Markets Group of IHS Markets, working in the customer success group. In this role you will be the first point of contact for clients with inquiries related to our Fixed Income product suite within our capital markets platform. This is a great opportunity to gain extensive client interaction and experience in the capital markets...

About the Department: Enterprise Data Management (EDM)   EDM is a part of the IHS Markit Group and provides Enterprise Data Management Solutions for Banks, Asset Managers, Hedge Funds, Insurance companies, Software companies and Treasury functions in large institutions. With offices in EMEA, North America, APAC and India, EDM has a global reach and increasingly clients require work to be carried out remotely from their main office. Starting your Career with Us - Opportunities for Graduates We hire into a wide variety of exciting roles across our business and as you begin your career with us, we’re here to support your transition into the professional world. In addition to working with our industry experts in your full-time role, you’ll have the space to invest in your personal and professional development through learning resources that will build vital skills and industry knowledge. Through a wide variety of experiences and opportunities, like all of our colleagues,...

S&P Global Market Intelligence The Role: Senior Client Services/Customer Support Analyst The Location: Dallas, Texas Grade: 4 (For Internal Use Only)   The Team: The Network & Regulatory Solutions team offers a suite of Products that provide solutions for our clients with Tax Validation, Document Exchange and Outreach campaigns that helps manage Counterparty and Vendor risk. Our product platform includes Markit Counterparty Manager (MCPM), Markit Tax Utility (MTU), Know Your Counterparty (KYC) and Know Your 3rd Party (KY3P), and CTI Tax Solutions (CTI) The Impact: The Client Services team supports Onboarding, Outreach, Data Management and ongoing client support.  The KY3P team is seeking a high energy, detail driven and personable Client Service Analyst to lead our clients to the finish line What’s in it for you: The Client Service Analyst will play a critical role as the main point of contact for our clients during their onboarding will also...

Role Description   The ION Commodities Client Services Team is a global group of experienced Functional, Technical and Project Management consulting professionals who collaborate closely with all areas of the organization, and our customers.   Senior Consultants serve as key team members on software implementation projects and are responsible for providing industry and functional expertise relation to our solution.  This is a customer facing position and significant travel is required (post pandemic).     Responsibilities • Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client’s business needs. • Present the Product solution to client users. • Support the deliverables of the technical consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces). •...

Role Description   The ION Commodities Client Services Team is a global group of experienced Functional, Technical and Project Management consulting professionals who collaborate closely with all areas of the organization, and our customers.   Senior Consultants serve as key team members on software implementation projects and are responsible for providing industry and functional expertise relation to our solution.  This is a customer facing position and significant travel is required (post pandemic).     Responsibilities • Provide industry and functional advice and troubleshooting in the discovery workshop, design, implementation, testing, and production support of the Product solution for the client’s business needs. • Present the Product solution to client users. • Support the deliverables of the technical consultants by providing business and functional guidance, review, testing, and validation of scripted solutions (reports, plugins, and interfaces). •...

The goal of the Principal Consultant is to complete successful implementation projects while ensuring customer satisfaction, contributing to best practices of the group and mentoring other team members. About us We’re a diverse group of visionary innovators who provide trading and workflow automation software, high-value analytics, and strategic consulting to corporations, central banks, financial institutions, and governments. Founded in 1999, we’ve achieved tremendous growth by bringing together some of the best and most successful financial technology companies in the world. Over 2,000 of the world’s leading corporations, including 50% of the Fortune 500 and 30% of the world’s central banks, trust ION solutions to manage their cash, in-house banking, commodity supply chain, trading and risk. Over 800 of the world’s leading banks and broker-dealers use our electronic trading platforms to operate the world’s financial market infrastructure. With 10,000 employees...

Roles and Responsibilities This position will be responsible for managing a diverse set of client support responsibilities, collaborating across numerous teams and systems, and providing internal and external stakeholders with a best-in-class customer experience. The Corporates Client Services has a need to augment its customer-facing client support team. This function includes developing and utilizing product, technical, and market capabilities to provide best-in-class customer experiences to ION's customers. The client support team drives customer success, builds content and knowledge repositories, and increases operational efficiency. Focus areas include positive customer satisfaction through high quality deliverables, investments in automation and tools, and empowering the Client Support team to enhance and scale services to our customers. Required Experience, Skills and Qualifications ·        customer complaint resolution ·        help desk...

S&P Global Market Intelligence - Network & Regulatory Solutions, KY3P Assessment Service The Role: Operations Analyst The Team: The Network & Regulatory Solutions team brings together solutions that help customers comply with regulatory requirements while reducing the risk, cost and complexity of running their businesses. We are comprised of Corporate Actions, and Regulatory Compliance. KY3P® Assessment Service Team transforms the way institutions are conducting assessments today by allowing firms to request due diligence of third-party posture and compliance in a form of vendor risk assessments.  The Assessment Services Team delivers reports or verification activities, including Assessment of policies, Procedures and documentation, Interviews with third party stakeholders, and Sample observations The Impact: The Network & Regulatory team offers a suite of Products that provide solutions for our clients with Tax Validation, Document...

The Client Services – BRS&T (Brokerage Research, Sales and Trading) team supports products and services within the GMG (Global Markets Group) product suite, working closely with clients and various internal teams. The team is responsible for client on-boarding, client relationship management, renewal management and managing all inbound client queries. The role will be based in Raleigh working within the RS&T client services team, providing direct client support for the GMG product suite. The candidate must be client-focused as well as being data and technically literate. Excellent communication, problem-solving and presentation skills are required, along with the confidence to visit and communicate effectively with clients. What we’re looking for: Individual with Corporate office experience (preferred) Technological savviness Results driven, detail-oriented and a motivated self-starter Excellent verbal and written communication skills Strong organizational...

Job Description We are looking for a Technical Operations expert to join the Reg & Compliance Tech-Ops team. This individual will work closely with Product, Operations, Client services, Development and QA teams to support clients in their implementation and BAU phase. The role offers extensive business and technical challenges in a highly dynamic and collaborative work environment. A passion for quality and a sense of pride in your work are an absolute must for the role. Responsibilities: Analyze and resolve Customer Issues escalated by L1 Team. Escalate issues to L3 team on need basis and coordinate for resolution. Provide and document root cause analysis in consultation with Development team of issues identified and participate in process improvements to prevent additional issues. Apply strong technical skills and good business knowledge – together with investigative techniques and problem-solving skills to identify and resolve issues in a timely and...

S&P Global Market Intelligence: Network & Regulatory Solutions The Role: Client Services – Client Support Analyst The Team: The Network & Regulatory Solutions team offers a suite of Products that provide solutions for our clients with Tax Validation, Document Exchange and Outreach campaigns that helps manage Counterparty and Vendor risk. Our product platform includes Markit Counterparty Manager (MCPM), Markit Tax Utility (MTU), Know Your Counterparty (KYC) and Know Your 3rd Party (KY3P), and CTI Tax Solutions (CTI) The Impact: The Client Services team supports Onboarding, Outreach, Data Management and ongoing client support.  The KY3P and MCPM team are seeking high energy, detail driven and personable Client Service Analysts to lead our clients to the finish line. What’s in it for you: The Client Service Analyst will play a critical role as the main point of contact for our clients during their onboarding will also provide ongoing support...

IHS Markit provides global pricing and reference data, indices and information services across multiple asset classes. Customers throughout the financial services industry leverage our Information products and services for independent valuations and to support research and analysis, risk management, regulatory reporting and trading. IHS Markit Indices sits within the Information division of Markit, one of three divisions of the global parent. IHS Markit Indices provides index-related services to clients which include investment banks, asset managers, hedge funds and insurance companies. Our products span cover global equity & fixed income markets and include globally recognized benchmarks such as our branded index families including iBoxx, iTraxx and our Markit PMI economic indices.  Indices also provide related services which provide Index and ETP constituent aggregation and analysis to manage risk, attribute performance and inform investment decisions. The role, based in...

About IHS Markit At the heart of IHS Markit, we are an information company. With expertise across the world’s largest industries, we leverage technology and data science to provide the insights, software, and data to help our customers make better informed decisions, driving growth, performance, and efficiency. Business Area Overview/About the Department: Private Market Solutions IHS Markit's Private Market Solutions division empowers a diverse spectrum of private equity and venture capital firms to more effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Starting your Career with Us - Opportunities for Graduates We hire into a wide variety of exciting roles across our business and as you begin your career with us, we’re here to support your transition into...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

BE PART OF A BANK LIKE NO OTHER. When you work with the world's most innovative companies, you know you're making a difference. Our clients are the game changers, leaders and investors who fuel the global innovation economy. They're the businesses behind the next medical breakthroughs. And the visionaries whose new technologies could transform the way people live and work. They come to SVB for our expertise, deep network and nearly forty years of experience in the industries we serve, and to partner with diverse teams of passionate, enterprising SVBers, dedicated to an inclusive approach to helping them grow and succeed at every stage of their business. Join us at SVB and be part of bringing our clients' world-changing ideas to life. At SVB, we have the opportunity to grow and collectively make an impact by supporting the innovative clients and communities SVB serves. We pride ourselves in having both a diverse client roster and an equally diverse and inclusive...

We are looking for a Senior Product Manager with business knowledge of the North American power markets and related operations, with experience in product management, business analysis, implementation consulting, and/or development of Commodity Management Solutions (CMS), to join our product management team.   In addition to being ION’s power and renewables industry expert, you will have the opportunity to develop a comprehensive understanding of ION’s CMS portfolio and drive the company’s strategic product strategy and roadmap for power markets across all relevant ION products. The position is for you if you are a forward thinker, have an inquisitive nature, a desire to continuously innovate and work with like minded people at ION and potentially clients on strategic product evolution.  Ideal candidates are adept at prioritizing multiple tasks, able to organize and add structure to projects, and enjoy working in a fast paced environment. Your responsibilities Set...