Financial Services Professional

1 day ago

Islamabad, Islamabad, Pakistan beBee Careers Full time

About the Role:

Grade Level (for internal use): 07

We are seeking highly skilled Client Services Associates who will work directly with clients to help optimise their workflows and streamline their research and data analysis needs. As a Client Services Associate, you'll have the opportunity to provide exceptional client support and develop your skills in finance.

The role consists of on-the-job learning and training that covers a comprehensive curriculum focusing on Fixed Income, Capital Markets, the S&P Capital IQ Pro platform, and Office Plug-in.

Following approximately 1-2 months of initial training, you will begin to support clients over the phone, via web chats and emails. You will receive deep-dive training on our data content, learn about our customer segments, and gain exposure to additional S&P Global platforms. Participants must successfully complete required certification assessments as part of a rigorous evaluation process that will test your skills and capabilities.

Once certified, the role will also include proactively reaching out to clients to deliver training on our various product offerings. This involves developing an understanding of the client's workflow and providing tailored assistance to help clients maximize their usage of the S&P Global Market Intelligence product range.

As a member of Client Services, you will serve as a credit specialist for the S&P Capital IQ Pro platform. Working as a team player is very important in this role. We interact with many internal teams, including Sales, Content, Product, and Technical Support.

What's in it for you:

This role offers emerging professionals an opportunity to join a rapidly growing organisation with an exceptional corporate culture.

You will have the chance to join a team that develops your financial knowledge, S&P product expertise, problem-solving skills, and professional communication. The role also provides opportunities to work with a broad range of clients including major investment banks, private equity firms, insurance companies, corporates, and investment managers from all over the world.

This role provides on-the-job training and networking opportunities that will prepare you for a successful career. Potential pathways include Customer Success, Sales, Relationship Management, Product Specialist roles, and more.

What we're looking for:

  • Minimum bachelor degree in finance/economics/accounting/related majors
  • Fresher to 6 months of experience
  • Solid knowledge of finance and accounting principles to resolve client questions
  • Excellent written and verbal presentation, communication, and customer service skills
  • Passion for building relationships with finance professionals and enthusiasm in learning and working in the financial services industry
  • Ability to effectively multitask, prioritise, and work well within a team with a positive, flexible, proactive attitude

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