About the Role:

Grade Level (for internal use):

07

Work Shift: Flexible to work across APAC, EMEA, and US shifts, including rotational weekends, based on business needs.

Role Overview

As an Associate in the Financial Institutions Group Client Support team, you will provide consultative support for business intelligence tools and financial data products. You will manage complex client queries, troubleshoot data-related issues, and help clients maximize the value of our platforms.

You will act as a client advocate, working closely with Sales, Product, Technology, Content, and Industry Research teams to improve the client experience, support data quality initiatives, and contribute to product adoption and revenue growth.

The Team

The Financial Institutions Group team provides specialized support to clients across financial institutions, government organizations, universities, and other market participants. With team members across multiple global locations, the team operates in a collaborative, fast-paced environment.

Associates develop strong subject matter expertise in financial institutions, banking regulations, mortgage data, demographic research, asset-level analytics, and market intelligence workflows.

The Impact

In this role, you will help strengthen client relationships by delivering timely, accurate, and consultative support. Your work will contribute to client retention, product usage, operational efficiency, and overall client satisfaction.

You will also help identify product enhancement opportunities, improve internal workflows, and support initiatives that enhance data quality and platform usability.

What’s in it for you

• Build deep expertise in banking, mortgage, demographic, and asset-level data.
• Strengthen consultative client engagement skills while working with sophisticated financial services clients.
• Develop technical proficiency in MS Excel, SQL, Salesforce reporting, mapping tools, and data analysis workflows.
• Collaborate with global teams across Product, Technology, Content, Sales, and Industry Research.
• Gain exposure to strategic projects, product testing, client outreach campaigns, and webcast delivery.
• Take ownership of initiatives that improve team efficiency, client experience, product adoption, and data quality.

Responsibilities

• Provide advanced client support via phone, email, and chat, resolving complex and data-intensive inquiries.
• Conduct investigative client conversations to understand business needs, troubleshoot issues, and recommend effective solutions.
• Act as a client advocate by identifying opportunities to improve product usability, data quality, and presentation.
• Build customized Excel models, templates, and workflows using multiple datasets, including data not directly available on the platform.
• Support clients in using mapping tools for mortgage, demographic, asset-level, and market analysis.
• Partner with Product and Technology teams to test new features, enhancements, and platform updates with a focus on the end-user experience.
• Lead proactive outreach campaigns related to product enhancements, new datasets, and workflow improvements.
• Conduct client webcasts and product demonstrations, showcasing knowledge of FIG products, data, and industry trends.
• Create Salesforce reports and analyze support trends to improve workflows, team procedures, and client outcomes.
• Lead assigned projects from planning through execution and identify opportunities for process improvement.
• Mentor new hires and junior team members through training, knowledge sharing, and best-practice development.
• Collaborate with global teams across Sales, Product, Technology, Content, and Industry Research to resolve complex client issues.

What We’re Looking For

Basic Qualifications

• Bachelor’s degree in Economics, Finance, Business, or a related field.
• Strong understanding of finance, capital markets, banking, or the global economy.
• Prior experience in client support, financial data, research, product support, or a related role preferred.
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly and professionally.
• Strong analytical thinking, attention to detail, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Strong collaboration skills with the ability to work effectively across global, cross-functional teams.
• Strong working knowledge of MS Excel and common business tools.
• Ability to learn and apply tools such as SQL, Salesforce, mapping platforms, and financial data products.
• Flexibility to work rotational shifts and weekends based on business requirements.

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 www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

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. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

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: https://spgbenefits.com/benefit-summaries

Global 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 [email protected]. 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.

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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: [email protected] and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), OPRTON203 - Entry Professional (EEO Job Group)