Client Service Associate- BigDough Solutions
Listed on 2026-01-02
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Customer Service/HelpDesk
Client Relationship Manager -
Business
Client Relationship Manager
About the Role
Grade Level (for internal use): 07
The TeamBig Dough Solutions provides an ecosystem of data and software solutions that increase the value of interactions between institutional investors, broker/dealers and research providers. Whether it is facilitating corporate access roadshows, conferences, access to analysts or the distribution of research, our CRM and Events applications connect all stakeholders. Our comprehensive institutional investor contact and holdings data is relied upon daily by thousands of professionals across the capital markets industry for prospecting and for providing key insights to help better service their clients.
TheImpact
We are seeking a junior Client Services Associate to join our dynamic and global Client Success team, where you will provide application and technical support for our global client base. Client Success is a critical function within the business, responsible for helping all clients with inbound questions or issues. The team ensures a successful customer experience within our product ecosystem with a combination of technical skill and a hands‑on approach to solving for the needs of our clients.
The right candidate will be client‑focused, have great communication and organizational skills, and be able to work independently to resolve client issues. Attention to detail, strong follow‑through and a curious, problem‑solving disposition are essential. This is a demanding, fast‑paced environment which requires holiday support on a rotational basis.
What’s In It For YouYou will become a subject‑matter expert in the Big Dough Solutions product suite, managing a continual stream of client questions and requested training sessions. You will develop relationship‑management skills and industry knowledge to help our clients maximize value from our market‑leading data and software solutions. Early responsibility and exposure to different types of clients will prepare you for a senior role within the team or for other career opportunities within the company, such as sales, product development, or product strategy.
Responsibilities- Handle inbound emails and phone calls from our clients, often requiring product walkthroughs, problem‑solving, or internal escalations.
- Maintain professional communication with clients by email, phone, or virtual meetings.
- Assist with incident management for any product‑wide incident impacting our clients.
- Case management using Salesforce, as well as JIRA, as our ticketing tool.
- Develop and maintain expertise in the Big Dough Solutions product suite, continuously learning about new enhancements and offerings and how they relate to different clients and user personas.
- Work with various internal groups (Product/Service Management, Development, Engagement, Commercial/Sales) in different regions to resolve client queries.
- Document client interactions and share client intel and product feedback with internal stakeholders.
- Collaborate with the Client Engagement and Client Support leads to execute ad‑hoc projects.
- Support product demonstrations for prospective clients.
S&P Global states that the anticipated base salary range for this position is $43,740 to $65,000. Base salary ranges may vary by geographic location. 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, see
What We’re Looking For BasicRequired Qualifications
- Bachelor's degree in a relevant field.
- A positive, proactive attitude with the ability to work independently and collaboratively in teams.
- Goal and action oriented, with ability to organize, multi‑task and prioritize in a fast‑paced environment.
- Client‑focused. Customer service and satisfaction are key priorities for the firm.
- Resourceful, committed, and able to problem‑solve with limited direction.
- Excellent interpersonal, written, and verbal communication skills.
Preferred Qualifications
- Previous work experience in a client‑facing role.
- Interest in financial markets, data and technology.
- Strong awareness of client confidentiality and…
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