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Client Services Associate - Software - Tax Solutions

entry · Technology / Software Development

About the Role:

Grade Level (for internal use):

The Team: S&P Global Market Intelligence offers best-in-class technology and industry best practices to manage risk, comply with regulations, and provide assistance to the financial services industry with meeting their compliance obligations. 

Tax Solutions provides a comprehensive tax operations solution which includes technology, consulting and a robust managed service offering that enables clients to meet their daily compliance needs. Tax Utility is a solution that provides a mechanism to securely exchange and share tax documentation with counterparties. This position will provide client support to the Tax Utility community of users. 

Tax Solutions | S&P Global (spglobal.com)

Responsibilities and Impact: At the heart of S&P Global, we are an information company. With expertise across the world’s largest industries, we leverage technology and data science, to provide the insights, software, and data to help our customers make better informed decisions, driving growth, performance, and efficiency.

You will have the chance to partner with our industry experts, with on-the-job experience focusing on high impact work that allows you to apply and develop your skills. Networking, business insights, and tailored learning opportunities all support your growth and development, setting you up for success as you begin your career.

Responsibilities include:

• Identify and track basic client queries and feedback via Salesforce Queue, ensuring systematic prioritization and comprehensive coverage of customer support requests.

• Provide timely responses on basic customer query handling across one or multiple Tax Solution suite of products using email communication and other digital channels to maintain high client satisfaction.

• Deliver basic troubleshooting and resolutions with strategic escalation of middle to complex queries to subject matter experts while maintaining ownership of the overall client experience.

• Provide engaging product demonstrations for current and prospective clients to showcase platform capabilities, drive user adoption, and support sales initiatives.

• Maintain detailed documentation of client interactions, resolutions, and feedback to support continuous service improvement and build institutional knowledge

• Collaborate with cross-functional teams including Product, Engineering, and Sales to ensure seamless client experience and contribute to product enhancement discussions

What We’re Looking For:

Basic Required Qualifications:

• 0-2 years’ experience

• Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.

• The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment along with a big team and should also be able to contribute on an individual basis and as part of a team.

• Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.

• Strong analytical and interpersonal skills

• Bachelors or Masters Degree

Additional Preferred Qualifications:

• Experience working on Jira and Salesforce is a plus.

We require all external candidates who reach the final stage of our interview process to attend at least one in-person interview, which is ordinarily at your nearest S&P Global office. This must be completed before we can proceed to an offer.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• 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.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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