S&P Global · 5 hours ago
Specialized Account Services Specialist
Dallas, TX
Full-time
Onsite
Entry Level
$60K/yr - $85K/yr
1+ years expS&P Global is a leading provider of financial intelligence and data solutions. They are seeking a Specialized Account Services Specialist to join their Global Specialized Account Services Team, responsible for client-facing operations, data research, and processing functions related to the WSO product suite.
AnalyticsBusiness IntelligenceCreditEnterprise SoftwareFinanceFinancial ServicesInformation ServicesMarket Research
No H1B
Responsibilities
Timely and accurate processing of all transactions: borrowings, paydown, interest, fees, payment in kind, restructures, amendments, and trade settlement
Perform daily reconciliations of cash between our internal system (WSO) and clients trustee/custodian accounts
Review and action system generated reports, which aid in facilitating timely and accurate data
Action requests from different departments and clients within an hour turnaround time
Partner with internal and external parties to resolve breaks including; clients, trustees, third party vendors, administrative agents, and/or other team members
Ensure all best practices, Service Level Agreements, and Standard Operating Procedures are adhered to
Accurately reviewing and maintaining asset and contract data
Monitoring and actioning exceptions
Additional syndication loan maintenance
Coaching and assisting other analysts and leadership where needed
Strict adherence to processing deadlines, quality-controlled operational processes, and LSTA/LMA/Private Deals/Middle Market standards for processing loan transactions and/or trades
You will be responsible for proactively identifying internal and external processing and system-related issues effectively. This will also require the ability to work seamlessly with internal partners and management on resolution plans and/or additional escalations
Lead research and projects on cross-product integrations, and workflow enhancement to support the client’s business requirements and strategic growth. This includes direct client engagement, project management, and presentation coordination where necessary
Serve as subject matter expert for all Solutions products and service offerings, able to join internal and external client meetings or calls to analyze client needs and make recommendations on operational flows and product usage. Contribute presentation materials where necessary
Your ability to capture and channel user feedback through proper communication and listening skills is imperative. You will be required to partner with leaders, peers, product associates, sales, and relationship managers on required projects to service our clients and facilitate the continuous improvement of our products and services
Aid all team members with daily project management, data validation, and data deliverables as needed
You should be willing to cross-train with neighboring divisions of the firm to provide an agile workforce capable of handling issues and engaging with joint clients
Qualification
Required
Bachelor's Degree or equivalent work experience
1+ yr. WSO experience
Must be able to handle stressful customer situations with patience and poise
Ability to organize and prioritize complex issues and projects to completion
Able to demonstrate knowledge and experience in working with internet-based applications
Ability to think laterally, provide proper issue analyses, and question current processes
Ability to provide guidance and clarification to support team deliverables
Proficient PC skills, especially in Microsoft Word and Excel
Performs work effectively under little to no guidance
Positive, proactive attitude and ability to work well in teams
Exceptional skills in listening to clients, articulating ideas and complex information in a clear and concise manner
Proven record of maintaining strong relationships with senior members of client organizations, addressing their needs, and maintaining a high level of client satisfaction
Can resolve issues that are often varied and non-routine
Preferred
Substantial syndicated loan knowledge
Bachelor's degree (Finance, Economics, or related field preferred)
Strong MS office (Word, Excel, PowerPoint) skills
Data research and analytics
Ability to manage projects independently when required
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.
Company
S&P Global
S&P Global is a market intelligence company that provides financial information and data analytics services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.75B2025-12-01Post Ipo Debt· $1B
2023-09-07Post Ipo Debt· $750M
2016-04-28IPO
Leadership Team
Martina Cheung
President and CEO
Rick Goldberg
Division Chief Financial Officer
Recent News
Morningstar.com
2026-02-03
2026-02-03
2026-02-02
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