portal resources jobs companies m moody's client service specialist

Client Service Specialist 🔥


Provide superior customer and external relations as the initial point of contact for a wide range of research and data products by resolving client issues and requests. Additionally, proactively identify new products and sales leads through client interaction.

Responsibilities:

  • Understand and explain complex financial models on conceptual, intuitive, and practical levels.
  • Provide detailed quantitative and conceptual solutions to our wide range of clients.
  • Provide in-depth education and assistance on product features, functionality and the product technical architecture.
  • Support clients on the use of our industry leading credit risk products in a courteous, professional, accurate and timely manner via web, email, telephone and in person.
  • Communicate effectively and develop excellent working relationships with colleagues within Client Service and in partner teams such as Engineering, Research, etc.
  • Provide constructive feedback to the sales and training groups regarding client needs and opportunities.
  • Identify, bring together and channel client feedback on product features and functionality to our Product Managers.
  • Originate content for our client Knowledge Base.
  • Lead and raise requests appropriately while keeping ownership of the client interaction and delivery solution.
  • Bachelor's degree required; concentration in computer science, finance, or accounting a plus.
  • Knowledge of financial statements is a plus.
  • Strong customer service skills, an eagerness to excel and be part of a dynamic, fast growing team.
  • Superb analytical skills and persistence in problem solving.
  • Attention to detail and the ability to learn quickly.
  • Excellent verbal, written, and organizational skills.
  • Demonstrated creativity, flexibility, enthusiasm and willingness to learn.
  • Working knowledge of Windows based software (Excel, Access, Word, etc.).
  • Exposure to the financial industry, banking and/or capital markets is a plus.
We strive to be a world-class sales organization with our customers’ needs at the centre of everything we do. Our client base ranges from banks and financial institutions to insurance and asset management companies, as well as government institutions and professional services firms. As the bridge between our product teams and customers, we build mutually rewarding relationships that allow us to deliver the best solution for each customer challenge. An organization of motivated, curious, and teamwork-oriented people, we let our passion drive our business forward Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications.

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Moody’s is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don’t meet every single requirement, please apply! You may be a perfect fit for this role or other open roles.

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.

At Moody’s, we’re taking action. We’re hiring diverse talent and providing underrepresented groups with equitable opportunities in their careers. We’re educating, empowering and elevating our people, and creating a workplace where each person can be their true selves, reach their full potential and thrive on every level. Learn more about our DE&I initiatives, employee development programs and view our annual DE&I Report at moodys.com/diversity For US-based roles only: the anticipated hiring base salary range for this position is $ [52,500] to $ [60,000], depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

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