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Sr Associate Account Management; Public Finance

Job in New York, New York County, New York, 10261, USA
Listing for: PassFort
Full Time position
Listed on 2026-09-16
Job specializations:
  • Management
    Client Relationship Management, Business Development, Account Manager
Salary/Wage Range or Industry Benchmark: 94500 - 137100 USD Yearly USD 94500.00 137100.00 YEAR
Job Description & How to Apply Below

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it.

We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

Skills and Competencies
  • 2 to 4 years of relevant work experience in the financial services industry
  • Solid working knowledge of capital markets with the ability to apply this knowledge effectively in a client-facing role
  • Preferred experience within the public finance space, including exposure to local governments, housing, charter schools, higher education, healthcare, infrastructure, or digital finance is a plus
  • Strong verbal, written, and interpersonal communication skills applicable to a customer-centric approach
  • Ability to manage multiple priorities, meet tight deadlines, and work effectively under guidance from management
  • Ability to collaborate effectively with diverse internal and external stakeholder groups
  • Proactive mindset with the ability to exercise initiative and resolve issues independently
  • Strong proficiency in Microsoft Office applications including Excel and Power Point
  • Experience using customer relationship management platforms such as Salesforce is preferred
  • Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use
Education
  • Undergraduate or first level degree or equivalent experience, preferably in finance, accounting, business, or economics
Responsibilities

Support regional account management activities by serving as a key point of contact for customer relationships, fee management, and service delivery under guidance from management.

  • Serve as the primary relationship manager for an assigned portfolio of customers under guidance from direct manager
  • Apply public finance and sector knowledge, where applicable, to support client interactions, fee discussions, and meetings across relevant industries
  • Liaise with external parties to resolve data, billing, and invoice-related inquiries
  • Support fee negotiations and fee term arrangements as directed by management while maintaining customer satisfaction and retention
  • Coordinate, prepare, and participate in customer meetings including sourcing and collating relevant materials
  • Provide support to management on regional account management activities, including the ratings application process and coordination with business development and internal teams
  • Respond independently to customer queries, ensuring a high standard of customer-centric service
  • Maintain accurate customer agreements and fee information within internal databases and systems
  • Collaborate with internal teams including Sales Support, Sales Operations, Billing, and Collections to resolve customer inquiries
  • Travel domestically approximately 20% of the time to support customer and business needs
About The Team

The team is responsible for managing and supporting client relationships in the public finance space across the region, ensuring a high-quality customer experience throughout the ratings lifecycle. By joining the team, you will collaborate closely with colleagues across…

Position Requirements
10+ Years work experience
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