Specialist, General Management

About this role

About the Role:

Grade Level (for internal use): 09 About the Role:

The Team: The WSO Service Delivery Management team is the primary point of contact for our clients. We ensure that all of our clients' needs are met by leveraging our industry expertise and product knowledge. Client Service is our #1 focus - we do what is necessary to ensure client satisfaction. 

The Service Delivery Management team interacts with VPs, MDs, COOs, CFOs, and other industry leaders and experts on a daily basis. The team has a wide range of exposure across the Loans industry from Private Credit to BSLs. This is an opportunity to build and maintain relationships with senior-level decision makers while gaining valuable industry knowledge that's not taught in any school. You'll also pick up a wide variety of other skills related to things like Enterprise Data and Project Management. 

Responsibilities and Impact: The Service Delivery Management Associate is an expert on all things WSO. We connect and bridge the gap between clients, internal departments, and third parties alike. We are relied upon by investment professionals and industry leaders day in and day out.

Shift Hours: Pacific Standard • Managing day-to-day client inquiries including the orchestration of workflow and timely resolution between internal teams. Inquiry types include data reconciliation and validation, data delivery and logistics, mathematical in nature within the context of client servicing. Clients include Asset Managers, Banks, Hedge Funds, Mutual Funds, and Total Return Swap programs.

• Lead bi-weekly/monthly client calls and present KPI and metrics. Specifically responsible for building and maintaining long-term relationships with key senior-level decision makers and serving as the primary point of contact/voice of the client across internal departments.

• Preparing billing reports based on clients’ contractual schedules. Includes the presentation of trend/profitability analysis to Senior Management and Finance.

• Processing in WSO Admin based on the information provided by client as needed (new borrowings, increases, rollovers, pay downs, commitment reductions, interest, fees etc.) and investigating discrepancies when necessary.

• Reviewing system generated reports to ensure proper monitoring of the facilities and handling exception items.

• Interacting with clients to gather all pertinent information/details in order to reflect details accurately in the system.

Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $67,000 to $85,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan.This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here .

What We’re Looking For: Basic Required Qualifications: 5-7 years in a high-pressure client-facing role . Direct experience with WSO or the Syndicated Loan Market . Experience in project managing or coordinating technology and business delivery as a team player, including roles in Asset Management or Data Technology (Support, Business Analysis, Project Management, or Scrum Master). Technical acumen in API integration with databases, caching (e.g., Redis), and third-party services for performance optimization. Adept at building and maintaining trusted relationships with colleagues and clients. Excellent communication skills (oral, written, and presentations). Strong teamwork abilities , comfortable working individually and in multi-geographical teams across departments and with external clients.

Additional Preferred Qualifications: Rest API Knowledge (a plus): Strong understanding of JSON, XML, HTTP methods, and status codes. Familiarity with tools like Postman, Swagger, and automated API testing frameworks . Self-motivated, organized, and detail-oriented , with a positive attitude to meet deadlines . Critical thinking ability to challenge the status quo for better results . Experience liaising with Senior Stakeholders .

Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States.

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 a

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