S&P Global

Professional Services Consultant

S&P Global

full-time

Posted on:

Location Type: Office

Location: Dallas • North Carolina • Texas • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $68,250 - $75,000 per year

Job Level

Junior

About the role

  • Become highly skilled in the Counterparty Manager suite of solutions including Request for Amendment, Onboarding Accelerator, CLM Pro, and KYC modules
  • Support senior consultants in delivering client engagements and project implementations across various clients and customers
  • Communicate with clients on a regular basis throughout the implementation project lifecycle, ensuring clear expectations and smooth project delivery
  • Assist in conducting client needs assessments and developing tailored solutions to drive business growth
  • Participate in client meetings and presentations while learning advanced consulting methodologies and best practices
  • Provide comprehensive support to clients throughout their implementation project lifecycle, serving as a key point of contact for technical and process-related questions
  • Contribute to the development of consulting frameworks, tools, and resources that enhance team efficiency and client outcomes
  • Collaborate with cross-functional teams to ensure seamless project delivery and exceptional client experience
  • Deliver on identified client requirements while maintaining high standards of quality and timeliness
  • Maintain strong client relationships and build credibility through consistent, professional service delivery and subject matter expertise

Requirements

  • Bachelor's degree in Business, Finance, Technology, or related field from an accredited institution
  • 2-5 years of professional experience in consulting, client services, financial technology, or related business environment
  • Strong analytical and problem-solving skills with ability to understand complex financial workflows and client requirements
  • Excellent written and verbal communication skills with confidence in client-facing interactions and project communications
  • Proficiency in business applications and willingness to learn specialized financial technology platforms
  • Ability to work effectively in a fast-paced, project-driven environment while managing multiple client implementations simultaneously.
  • Previous experience with financial services technology implementations, client onboarding processes, or regulatory compliance solutions (preferred).
  • Familiarity with project management methodologies such as Agile, Scrum, or traditional waterfall approaches (preferred).
  • Experience with client relationship management, account management, or customer success roles in a B2B environment (preferred).
  • Knowledge of financial industry regulations, KYC (Know Your Customer) processes, or counterparty risk management concepts (preferred).
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial technologyconsulting methodologiesclient onboarding processesregulatory compliance solutionsproject management methodologiesAgileScrumanalytical skillsproblem-solving skillsfinancial workflows
Soft Skills
communication skillsclient relationship managementprofessional service deliveryteam collaborationcredibility buildingadaptabilitytime managementclient engagementpresentation skillsinterpersonal skills