Operations

• Product Entitlement for Clients Trailing and have signed the contract for live subscription for securities finance data
• Reading through the Client Contract and making sure they have all the necessary services delivered to them as per the contract
• Creating and maintaining the MIS for product trails
• Regular follow up with sales on the trial end/ extend dates, closing the trials and collecting the feedback for the trails to share with higher Management for decision making
• Collaborating with different stack holders like the sales teams & TechOps team raise any client specific or technical issues
• Ensure all customers receive first class service consistent with S&P expectations including but not limited to identifying and resolving client issues, following up with clients based off SLAs, assisting with ad hoc projects, and answering customer inquiries.
• Run the Client contract report on salesforce and check for the new clients for Securities finance data contribution
• Liaising with client for data contribution with required data specifications
• Testing the data on all the attributes on UAT and QA environment as per the data specification and the data impact
• Data onboarding on Production environment.
• Handling Client queries
• Bring automation to the process wherever applicable.
• Enhancing existing relationships with banks, prime brokers, and liaising for the data for mutual clients
• Identify data quality improvement projects, and good design practices
• Become highly skilled in understanding and maintaining Processes, including assisting peers and leadership with creating SOPs, implementing a quality control review of operational activities.

Associate, Operations

Job Level

About the role

Requirements

Finance Intern

Senior Presales Consultant

Manager, Document Translation

Senior Client Executive

VP/Director, Strategic Suppliers – Cards Program